Financial Representative

  • Wealth Strategies
  • Denver, CO 80111
  • Apr 01, 2022
Full time Finance

Job Description

Wealth Strategies, a member of The Guardian Network® is expanding our team and looking for a motivated individual to join us as a Financial Representative. The position offers unlimited growth potential in the financial services industry.


As a Financial Representative you will work to help individuals and businesses within your community access financial products and services they need to protect their financial futures. You can make an impact on those around you, and over time, become well compensated.

At Forest Hills Financial Group we believe that providing the best for clients requires us to support Financial Representatives with resources, training and an experienced team to collaborate with and assist you in taking your career to the next level.


We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look at planning from a holistic perspective.

We invest in your success.


What you’ll be doing

  • Work with clients to understand their goals, concerns and current financial information. Analyze information to create a plan with appropriate strategies, products and services.
  • Provide clients with information related to financial products and services on an ongoing basis.
  • Develop and maintain a base of clients who value your input and guidance.
  • Work with clients to keep their financial plans current and aligned with their goals.



  • Must be a US citizen or permanent resident
  • A four‐year college degree
  • Appropriate insurance licensing (within 1 month)


Preferred Qualities

  • Self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding
  • Desire to help others achieve financial success through planning and protection
  • Driven to win and seeking a high-income potential opportunity
  • An interest in building markets through connections and experiences to cultivate long term relationships

Financial Representative

Training for Success


At Wealth Strategies we believe that successful individuals from various backgrounds have the skills and tenacity needed to become a successful Financial Representative. A degree in finance or economics is not required. We support Financial Representatives who wish to pursue industry designations with financial support available.


We believe in the talented people who we hire and invest in new Representatives through unparalleled support and training. You’ll have access to online, in‐person local training and off‐site national training and development programs.


Financial Representatives with Mountain West Advisors also have the opportunity to work with fellow Representatives to learn from others. Many also take part in mentoring relationships and study groups with their peers.



We believe that quality people deserve a competitive benefits package. Financial Representatives are eligible to enjoy a rich compensation package that includes:

  • High earning potential with one of the most lucrative contracts in the business that recognizes your performance
  • A comprehensive benefit package, including a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more
  • Opportunities for leadership development and management positions

If you’re looking for a career that satisfies your entrepreneurial spirit, this might be your perfect opportunity. We’re committed to our values and looking for individuals who share those values and thrive in a fast‐paced environment.


About Guardian

A mutual insurer founded in 1860, The Guardian Life Insurance Company of America (Guardian) and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States and protects more than eight million employees and their families at over 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,200 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit


About Park Avenue Securities LLC

Choosing to succeed is an easy decision. Making it happen is a different story. Park Avenue Securities makes your job easier – when your job is getting new business, our job is helping you keep it. With Park Avenue Securities, you’re able to offer your clients more financial options than ever before, giving you the unique opportunity of going after new business from your current relationships. You’re also in a prime position to enter new markets you hadn’t before considered.

As the retail broker-dealer and investment advisory arm of Guardian, Park Avenue Securities provides you with the means to move your clients and your business forward. There's never been a better time to take the avenue towards your success.