World-class training

Financial professionals come from all backgrounds, from recent college grads to professionals seeking more rewarding work. While no financial or accounting degree is required, providing effective financial guidance requires analytical skills and tools, and we’re renowned in the industry for the quality of its professional training. In fact, we were recognized as one of Training magazine’s 2019 Training Top 125.

“Training, tools and support from Guardian are equal to or better than anything I’ve seen in the marketplace,” says Jeff Howard, a financial advisor with Consolidated Planning Inc. in Charlotte, North Carolina.1 “They have made a tremendous difference in my practice, enabling me to deliver the best possible solution to my clients.”

Carloyn Sheffey of White Rhino Financial in Fort Worth, Texas agrees.2 “There are programs for all stages in a financial advisor career. Everyone at Guardian wants you to reach your full potential as a financial advisor and as a person.”

Building your own business

Financial professionals balance their time between serving existing clients and gaining new ones. Ms. Sheffey focuses her practice on working with physicians and dentists. She immerses herself in the needs of that community and hosts three to four educational sessions each month specifically geared to providing value for medical professionals.

“The entrepreneurial nature of our business requires a lot of hard work, especially in the beginning,” says Ms. Sheffey. “But if you take the time to build your client base early, it will pay off in the years that follow.”

Mr. Howard takes a similar approach, developing community “centers of influence” — such as property and casualty insurers, attorneys, bankers and CPAs — and creating comprehensive services for those niche markets. 

A day in the life of a financial professional

“Every day is different and never boring,” says Ms. Sheffey. “I structure my own schedule, so I can go on vacations when I want, work from anywhere, service my clients on a time that works well for them and be more efficient with my own time.”

Client meetings occur throughout the day, but many financial professionals reserve mornings for working on their clients’ long-term plans using Guardian’s proprietary tool, The Living Balance Sheet®.

It’s a powerful online platform that helps financial professionals show clients their complete financial picture and the value of establishing lifetime goals.

“What differentiates us from other firms is the depth of the analysis we do for a client and our protection-first philosophy. Tools like The Living Balance Sheet help us to deliver the best outcomes for our clients,” says Mr. Howard.

From financial stress to financial confidence

If you consider that nearly 80 percent of Americans are stressed out, with financial worries near the top of the list, a financial professional serves a real need for clients.3 They may have financial goals — such as buying a home, funding college, starting a business and even attempt to do all of these things at the same time — but not know how to achieve them. Consequently, being a financial professional is challenging, but rewarding work. The job is about helping clients cross the bridge from a state of financial stress to a state of financial confidence, and many professionals consider it more of a calling than a career.

“Helping clients absolutely motivates me. It’s very rewarding to see how your work is able to improve a client’s financial well-being,” Mr. Howard explains.

So what about you? If you’re motivated by challenging work and a desire to help others, a career as a financial professional could be a great fit. To find out more, contact a local Guardian firm near you.

Disclaimer

Consolidated Planning Inc. and White Rhino Financial are Guardian-affiliated agencies.

1

Consolidated Planning Holdings Inc. is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and services and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC.     OSJ: 4201 Congress Street, Ste. 295, Charlotte, NC 28209 704.552.8507. PAS is an indirect, wholly-owned subsidiary of Guardian. Consolidated Planning Holdings Inc. is not an affiliate or subsidiary of PAS or Guardian.

2

White Rhino Financial LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  OSJ: One Museum Place 3100 W. 7th Street, Suite 350 Forth Worth, TX 76107, 682.233.7770.   PAS is an indirect, wholly-owned subsidiary of Guardian.  White Rhino Financial LLC is not an affiliate or subsidiary of PAS or Guardian.

Any use of the term “advisor” within this site is for marketing/recruiting purposes only and does not imply that all Guardian advisors are credentialed representatives of Park Avenue Securities authorized to sell securities products or provide investment advisory services nor does it imply any level of expertise or knowledge. Not all Guardian advisors are credentialed to sell securities products or provide investment advisory services.  Please ask your advisor regarding their individual credentials and registrations/licenses to sell securities products.  Similarly, any reference within this site to “financial advisor(s)” is for marketing/recruiting purposes only and does not represent that any potential advisor recruit of Guardian shall be credentialed to sell securities products or provide investment advisory services through Park Avenue Securities.

Securities products and investment advisory services are offered and sold only by appropriately licensed entities and advisors.

2020-92257