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.
To date, Gallagher has approximately 2,000 retirement plans as agent of record translating into approximately 950,000 individuals or would-be prospects that can/will be your source of business along with your own ability to bring in new business, when possible.
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
- Required: 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, performance-based bonuses, and stock options.
- 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
- Minimum core benefits include 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...
Benefits
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- and more...
What We Offer
- Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization.
- We embrace our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities.
- We see inclusion as a conscious commitment and diversity as a vital strength.
- We value inclusion and diversity.
Equal Employment Opportunity
We value inclusion and diversity. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.