Senior Financial Advisor

Gallagher•Rolling Meadows, IL

17d•Hybrid

About The Position

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. 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.

Requirements

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

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. Training and support will be provided by experienced industry leaders to prepare you to present various subject matters.
Build and maintain rapport with internal partners to maximize support of your clients and career growth

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