- Guardian Life (Bethlehem, PA)
- The Wealth Management New Account and Operation Specialist will partner with Guardian General Agencies to process and service wealth management ... Financial Representatives to onboard new clients + Process new account opening and funding + Assist with Asset movements,...Degree or relevant work experience + Strong retirement and wealth management knowledge + The ability to… more
- Guardian Life (Bethlehem, PA)
- …professionals and Clients. Inquiries will cover a wide array of wealth management topics such as new account setups, transfer of assets, mutual funds ... to build a career with our financial services and wealth management team. **You have:** + 3+...raise the bar. **Reporting Relationships:** As our Customer Service Specialist , Park Avenue Securities, you will report to one… more