Wealth Management Planning Team Leader

Planning Team Leader

The Planning Team Leader for Guardian Wealth Partners is a leadership role responsible for building, leading, and scaling a team of advisors within our fee-based Registered Investment Advisor (RIA). This role owns the client journey for prospects and clients originating from other business lines, ensuring a consistent, high-quality experience across education, planning, and investment implementation.

This role will lead advisors delivering holistic, goals-based advice through a combination of fully digital and hybrid engagement models, serving clients across mass affluent, affluent, and high-net-worth (HNW) segments. This individual will be accountable for advisor performance, client outcomes, growth, and alignment with the firm's value proposition.

Key Responsibilities

Sales & Growth Leadership

• Lead and develop a team of (centralized/in-house) advisors responsible for converting inbound leads into long-term advisory relationships
• Own sales strategy and execution across multiple client segments, including digital-first, hybrid, and high-touch advisory models
• Drive growth across subscription-based planning, fee-based financial planning, and fee-based investment management offerings
• Partner closely with other business lines to optimize lead flow, qualification, handoffs, and conversion

Client Journey & Experience

• Deliver on a defined client journey by client segments from initial engagement through onboarding, planning, and ongoing advice. Develop continuous improvements to the client journey
• Ensure a consistent experience across digital planning tools, fully digital workflows, and hybrid advisor-led engagements
• Champion a client-centric, education-driven approach that builds trust, clarity, and long-term partnerships with clients
• Ensure advice delivery is aligned with fiduciary standards and the firm's holistic planning philosophy

Advisor Management & Development

• Recruit, onboard, coach, and develop a high-performing team of advisors
• Set clear performance expectations, sales goals, and activity metrics aligned with firm objectives
• Develop a way to track performance/activity metrics and goals to utilize as coaching and share with senior leadership
• Foster a strong sales and advice culture focused on collaboration, professionalism, and continuous improvement
• Support advisors through training and coaching in building consultative skills across planning, education, and investment implementation

Qualifications & Experience

• 10+ years of experience in wealth management, advisory sales, or financial planning, with at least 5 years in a leadership role
• Deep understanding of fee-based advisory models, holistic financial planning, and investment management
• Experience leading advisor teams across multiple client segments, including affluent and HNW
• Proven ability to scale sales organizations using digital and hybrid engagement models
• Strong working knowledge of RIA regulatory and fiduciary standards
• Bachelor's degree required; advanced degree and/or CFP®, CFA®, or similar credentials preferred

Travel - 25%

Salary Range:

$132,420.00 - $217,545.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian's Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.

Notice Regarding Guardian's Use of Artificial Intelligence in Recruitment

As part of Guardian's job application process, Guardian may use artificial intelligence tools ("AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian's jobs website (Careers at Guardian at At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.