Senior Financial Advisor

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The Financial Advisor position is accountable for building and maintaining wealth management relionships with existing benefit and retirement plan participants. The ideal candide is motived by focusing their time and expertise by prospecting external and internal partners by deepening relionships and providing solutions and services to employees of clients. To de, Gallagher has approximely 2,000 retirement plans as agent of record transling into approximely 950,000 individuals or would-be prospects th can/will be your source of business along with your own ability to bring in new business, when possible. The Financial Wellness Program is designed to provide you with an intensive, rotional training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operions, compliance, and marketing, so you can fully grasp the business cycle and build internal relionships with those supporting your career growth. Our goal is to have you prepared and starting to open client relionships within 90 days of starting the program. We will provide operional and compliance support, and a ste-of-the-art technology suite for you to maximize the client experience. 

Responsibilities

• Cultive and manage client relionships, 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.
• Participe in ongoing training with the organizions’ field experts to gain industry knowledge and expertise.
• Hold review meetings with existing clients least annually to ensure current portfolio is in line with their investment profile and objectives as it reles 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 operions team.
• Keep and maintain a compliance mentality and behavior.
• Present Financial Wellness Seminars to firm participants as part of their benefits package. Training and support will be provided by experienced industry leaders to prepare you to present various subject mters.
• Build and maintain rapport with internal partners to maximize support of your clients and career growth.

Required:

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

We offer a competitive and comprehensive compension package. The base salary range represents the anticiped low end and high end of the range for this position. The actual compension will be influenced by a wide range of factors including, but not limited to previous experience, educion, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, gre teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educional expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – eleving your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable mching gift program
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organizion. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces 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. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes th all persons are entitled to equal employment opportunity and prohibits any form of discriminion by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy stus), sexual oriention, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital stus, parental stus, age, nional origin, ancestry, disability, medical condition, genetic informion, veteran or military stus, citizenship stus, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, ste, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relionship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compension, benefits, layoff, and terminion. In addition, Gallagher will make reasonable accommodions to known physical or mental limitions of an otherwise qualified person with a disability, unless the accommodion would impose an undue hardship on the operion of our business.

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