Senior Financial Advisor

Gallagher • Phoenix, AZ

2d • Hybrid

About The Position

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 501-1,000 employees