Join Our Team as a Senior Financial Advisor at Planning Alliance Bucks County, PA! About Us Established in 1955, Planning Alliance is a leading provider of comprehensive wealth and risk management solutions nationwide. We specialize in empowering individuals, families, and businesses to achieve their financial goals through tailored investment, insurance, and wealth accumulation strategies. As a multi-generational firm, our culture is rooted in transparent, honest financial counseling and a commitment to looking beyond today's needs to ensure our clients enjoy a secure financial future. We believe that providing the best for our clients requires providing our Financial Advisors with the elite support, resources, and development necessary to scale their book of business. Our "you-first" philosophy grants you access to an objective, flexible suite of products and strategies from a broad universe of investment managers. The Opportunity We are seeking an Experienced Financial Advisor to join our growing team in a new office in Bucks County, PA. In this role, you will operate with the autonomy of an entrepreneur, gaining the flexibility to grow your practice your way. We take an uncommon approach to financial services—focusing on long-term results, leveraging cutting-edge technology, and delivering customized wealth strategies. This opportunity is specifically designed for established Advisors who want to scale their existing wealth management practices by leveraging deeper enterprise resources in: Advanced insurance and protection strategies Estate and legacy planning Annuity and retirement income strategies Investment and portfolio management Business-owner planning High-net-worth client solutions Rather than attempting to master every discipline alone, you will collaborate alongside an experienced, specialized team—including CFA and CFP® professionals—to deliver sophisticated planning capabilities to your clientele. At Planning Alliance you are in business for yourself, but never by yourself.

Key Responsibilities Client Relationship Management:

Develop meaningful, long-term connections with clients to deeply understand their financial objectives and wealth management needs.

Financial Strategy Development:

Analyze complex financial data to construct customized, comprehensive wealth plans utilizing appropriate investment and protection strategies.

Portfolio & Plan Management:

Continuously monitor, review, and adjust client financial plans to ensure ongoing alignment with their evolving short- and long-term goals.

Professional Collaboration:

Partner with external centers of influence, including CPAs and attorneys, to deliver holistic, cross-disciplinary financial solutions.

Continuous Advancement:

Stay ahead of market trends, investment vehicles, and regulatory changes to maintain a competitive edge. Our Commitment to

You Excellence & Integrity:

We bring intention to every interaction, providing best-in-class tools, technology, and backend support so you can seamlessly service your clients.

Ethical Transparency:

We cultivate an environment of constructive conversation and absolute transparency. We firmly believe you should never have to compromise your morals to achieve success.

Professional Development:

We provide a distinct competitive advantage through Managing Director-led training, joint-work opportunities, and support for advanced certifications.

Superior Service and Support:

We offer internal agency support with internal investment teams and Fortune 250 support.

Community Impact:

We actively believe in strengthening the communities we serve through dedicated philanthropic initiatives. Compensation & Benefits Variety of transition and succession programs. Comprehensive fringe benefits package including medical, vision, and a pension plan. Sponsorship and fully covered costs for study materials and licensing (Life/Health, FINRA SIE, Series 7, and Series 66). Exceptional corporate backing, service, and infrastructure provided by Guardian Life, a Fortune 250 company. Complete professional autonomy with flexible work arrangements to manage your schedule and client relationships.

Requirements Experience:

3+ years of experience actively managing clients and complex financial profiles.

Licensing:

Active Life and Health Insurance licenses are required.

Registrations:

FINRA SIE, Series 7, and Series 66 preferred (or the ability to successfully obtain them within 120 days of hire). Be bold. Be uncommon. Be different. Step forward with Planning Alliance. Planning Alliance is an agency of The Guardian Life Insurance Company of America® This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss. Today, we provide life insurance, disability insurance, dental insurance, and other benefits for individuals, at the workplace, and through government-sponsored programs. And as one of the largest mutual insurance companies, we know what matters most: meeting the needs of our customers first. Because everyone deserves a Guardian. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and

SIPC. 7606138.1

(Exp. 5/27)

Pay:

From $24,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Professional development assistance Referral program Vision insurance Application Question(s): Will you now or in the future require work authorization sponsorship? Ability to

Commute:

Newtown, PA 18940 (Preferred)

Work Location:

In person