Private Wealth Consultant
About The Position
Marsh McLennan Agency (MMA) is seeking a highly motivated and relationship-oriented Private Wealth Consultant to join our growing Retirement & Wealth team. This individual will play a key role in expanding MMA's Private Wealth offering by partnering with Retirement Services consultants, Employee Benefits producers, and other internal stakeholders to identify, develop, and convert wealth management opportunities. The Private Wealth Consultant will serve as a trusted advisor to high-net-worth individuals, business owners, executives, retirement plan participants, and families seeking comprehensive financial planning and investment management solutions. This role combines business development, consultative sales, relationship management, and financial planning expertise to drive growth across MMA's national platform.
Requirements
- Bachelor's degree in Finance, Business, Economics, or related field.
- 5+ years of experience in wealth management, financial planning, private banking, investment advisory, or related financial services roles.
- Demonstrated success in consultative sales and relationship development.
- Strong knowledge of investment management, retirement planning, and financial planning concepts.
- Excellent presentation, communication, and relationship-building skills.
Nice To Haves
- CFP®, CFA®, ChFC®, CPWA®, or other relevant professional designation.
- FINRA Series 7 and 66 licenses (or ability to obtain).
- Experience working with retirement plans, executives, business owners, and high-net-worth individuals.
- Familiarity with fiduciary advisory services and fee-based wealth management models.
Responsibilities
- Develop and execute strategies to generate new Private Wealth opportunities through MMA's Retirement & Wealth practice.
- Partner with MMA consultants and producers to identify wealth management opportunities within existing client relationships.
- Conduct client and prospect meetings to uncover financial planning, investment, retirement income, estate planning, and wealth transfer needs.
- Build and maintain a strong pipeline of qualified opportunities and consistently achieve revenue and growth goals.
- Participate in client meetings, educational seminars, webinars, participant one-on-one coaching, and networking events to promote MMA's Private Wealth capabilities.
- Serve as a trusted advisor to individuals and families by delivering personalized wealth management solutions.
- Develop comprehensive financial plans addressing investment management, retirement planning, tax-efficient strategies, estate planning, insurance considerations, and legacy goals.
- Coordinate with internal and external professionals, including attorneys, CPAs, and trust specialists, to provide holistic client solutions.
- Maintain ongoing client relationships through regular reviews, proactive communication, and strategic guidance.
- Work closely with Retirement Services consultants to create integrated retirement and wealth solutions for plan sponsors and participants.
- Collaborate with Employee Health & Benefits, Executive Benefits, Private Client Services, and other MMA specialty practices to maximize cross-selling opportunities.
- Support the development of wealth education programs for retirement plan participants and executive populations.
- Contribute to the growth and enhancement of MMA's national Retirement & Wealth strategy.
- Assist in the development and execution of national Private Wealth growth initiatives.
- Track and report business development activities, pipeline metrics, and revenue results.
- Stay informed on industry trends, regulatory developments, and market conditions impacting wealth management clients.
- Support thought leadership and client education efforts through presentations, content development, and industry participation.
Benefits
- Medical, dental and vision plans
- 401(k) match after one year
- Contribute toward student loan debt
- Generous paid time-off programs ensure you have time to recharge including vacation days, personal days, sick days, holidays, volunteer day, and days for learning & development
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
- health and welfare benefits
- tuition assistance
- 401K savings and other retirement programs
- employee assistance programs
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What This Job Offers
Job Type
Full-time
Career Level
Senior
