Senior Financial Advisor

How You'll Make An Impact

The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants. The ideal candidate is motivated by focusing their time and expertise by prospecting external and internal partners by deepening relationships and providing solutions and services to employees of clients.

Responsibilities

• Cultivate and manage client relationships, and provide advisory services and solutions to meet the individual clients’ needs and investment objectives.
• Prospecting for new business opportunities.
• Maintain regular contact with clients to ensure needs are being met, and they are being provided an exceptional client experience.
• Participate in ongoing training with the organizations’ field experts to gain industry knowledge and expertise.
• Hold review meetings with existing clients at least annually to ensure current portfolio is in line with their investment profile and objectives as it relates to time horizon, goals, and risk tolerance.
• Prepare custodial (Fidelity and Charles Schwab) paperwork for new accounts and ongoing account servicing with training and assistance from Gallagher's operations team.
• Keep and maintain a compliance mentality and behavior.
• Present Financial Wellness Seminars to firm participants as part of their benefits package.
• Build and maintain rapport with internal partners to maximize support of your clients and career growth.

About You

• Bachelor's degree and 5-10 years related experience
• Appropriate licenture Series 7, 65, and 66
• Willing to work on a hybrid model in a Gallagher office within the US

Compensation And Benefits

• Competitive and comprehensive compensation package including base salary range, medical/dental/vision plans, life and accident insurance, 401(K) and Roth options, tax-advantaged accounts (HSA, FSA), educational expense reimbursement, flexible work hours, training programs, Gallagher Thrive program, charitable matching gift program, and more...

Qualifications

• U.S. Eligibility Requirements
• Inclusion and Diversity (I&D)