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Career Opportunities


Build A Career Beyond Money, For Yourself and Your Community

Build A Career Beyond Money, For Yourself and Your Community

At Wealth Strategies, we believe that impactful careers come from diverse backgrounds and unique perspectives. Whether you’re an experienced professional, recent graduate, or looking to start fresh, we offer career opportunities that align with your goals, values, and vision of success.

Our mission is to help people build, protect, and grow financial strategies that lead to Wealth Beyond Money—and that starts with building meaningful careers for our team members. If you’re ready to build something bigger than just a job, we’d love to hear from you.

Financial Representative Intern

Gain Real-World Experience

Join our immersive internship program and explore what it’s like to run a financial services practice. You’ll gain hands-on experience while learning from seasoned professionals, giving you a foundation for a future career in financial advising.

  • What you’ll be doing...

    • Participate in training sessions on marketing, client prospecting, and sales strategies.
    • Shadow experienced advisors and work on real-world cases.
    • Develop skills in relationship building, client engagement, and financial planning.

    What we provide...

    • Development, mentorship, and training to build your career foundation.
    • Compensation for training hours and commissions on sales.
    • Real-world experience in a supportive, dynamic environment.

    Requirements:

    • Pass state licensing exam.

Financial Representative

Your Community. Your Impact. Your Career.

Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community? As a Financial Representative at Wealth Strategies, you’ll work with individuals and businesses to provide access to financial products and services that protect assets, build wealth, and promote financial well-being. You’ll have the flexibility to build your practice your way, serving the communities you choose.

  • You are...

    • A self-motivated individual with a dynamic, confident personality, strong work ethic, and passion for success.
    • Committed to helping others achieve their goals through long-term relationship building.
    • Ambitious, entrepreneurial, and driven by personal and professional growth.

    What you’ll be doing...

    • Work with clients to understand their goals, assess their financial situation, and develop tailored strategies using the right products and services.
    • Build and maintain a client base through relationship management and ongoing support.
    • Continuously update financial strategies to align with client goals, fostering long-lasting relationships.

    What we provide...

    • Comprehensive development and training—locally, virtually, and nationally—to help you build your practice.
    • Marketing resources and tools to grow your business efficiently.
    • Mentorship and joint-work opportunities with experienced professionals.
    • Competitive benefits, including Defined Benefit Plan, 401(k) with Match, health insurance, and more.
    • Leadership and career development opportunities, including tuition reimbursement.

    Requirements:

    • U.S. citizen or permanent resident.
    • Four-year college degree.
    • Obtain appropriate insurance licensing.

Financial Advisor

Guide Clients to Financial Confidence

As a Financial Advisor, you’ll serve as an advocate for your clients, offering trusted guidance and tailored strategies to help them build and protect their wealth. You’ll develop lasting relationships through personalized advice and innovative financial solutions, helping individuals and businesses pursue their goals with confidence.

  • You are...

    • Passionate about making a positive impact and helping clients achieve financial confidence.
    • Entrepreneurial, driven, and eager to integrate your life and business on your terms.
    • A lifelong learner, committed to staying ahead of financial trends and client needs.

    What you’ll be doing...

    • Analyze client needs, recommend tailored financial strategies, and provide ongoing support.
    • Build a diverse book of clients while expanding your network through referrals.
    • Leverage technology and resources to manage client relationships and grow your practice.

    What we provide...

    • Advanced tools and technology to efficiently manage client portfolios.
    • Objective wealth management solutions and actionable practice insights.
    • Robust support for business development and client relationship management.

    Requirements:

    • U.S. citizen or permanent resident.
    • Four-year college degree.
    • Obtain appropriate insurance and securities licensing.

Managing Associate

Lead and Mentor a Growing Team

Managing Associates at Wealth Strategies balance personal production with team development, guiding financial representatives to reach their potential. You’ll play a critical role in recruiting, mentoring, and fostering growth, while maintaining your own client relationships.

  • What you’ll be doing...

    • Recruit and develop financial representatives, fostering a culture of support and collaboration.
    • Balance personal production with leadership responsibilities.
    • Partner with leadership to expand market reach and build client relationships.

    What we provide...

    • Leadership training and development opportunities.
    • A collaborative environment that values growth and mentorship.
    • Support in balancing personal production and team leadership.

    Requirements:

    • College degree or equivalent experience.
    • Preferred: CLU, ChFC, or CFP designation.
    • Insurance industry experience with proven leadership skills.

Managing Director

Drive Innovation and Empower Your Team

As a Managing Director, you’ll lead a team of financial representatives, shaping the future of Wealth Strategies. You’ll recruit, train, and develop professionals while overseeing business growth and client engagement.

  • What you’ll be doing...

    • Lead recruitment and mentorship efforts to build a strong team of financial representatives.
    • Implement training programs to support professional development.
    • Drive firm growth through strategic planning and community engagement.

    What we provide...

    • Leadership opportunities within a thriving, purpose-driven firm.
    • Access to advanced tools for client management and business growth.
    • Ongoing support from firm leadership and Guardian’s network.

    Requirements:

    • College degree or equivalent experience.
    • Preferred: CLU, ChFC, or CFP designation.
    • Extensive experience in leadership, recruitment, and financial services.

The Living Balance Sheet®: Next-Level Advantage

The Living Balance Sheet® (LBS) isn’t just a client tool—it’s a career advantage. With LBS, you’ll have the ability to guide more impactful conversations, offer clearer financial insights, and demonstrate how clients can achieve Wealth Beyond Money. It’s more than just software—it’s a strategic way to build trust, foster long-term relationships, and grow your business with purpose and clarity.

The Living Balance Sheet®

Take the Next Step Toward a Career Beyond Money

At Wealth Strategies, we’re building more than careers—we’re building a community of purpose-driven professionals. Whether you’re just starting out or looking to take your leadership skills to the next level, we have the support and resources to help you thrive.

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