Senior Financial Advisor, Wealth Management

This is a future opportunity for a Senior Financial Advisor, Wealth Management. While this role is not currently open, we are always looking to connect with talented professionals like yourself for upcoming opportunities.

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. The Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. Our goal is to have you prepared and starting to open client relationships within 90 days of starting the program. We will provide operational and compliance support, and a state-of-the-art technology suite for you to maximize the client experience.

This opportunity can be worked from anywhwere in the United States. It is hybrid however we will consider remote flexibility.

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
• Training and support will be provided by experienced industry leaders to prepare you to present various subject matters

• Bachelor's degree is a plus, but not required, at least 3 years of finance or banking experience, previous sales experience is a plus
• Series 7 and Series 65 or 66
• Behaviors: Act independently with minimal direction. Strong communication and interpersonal skills

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)