Wealth Advisor

Marsh McLennan • San Diego, CA

1d

About The Position

Under the guidance of the President of Retirement & Wealth, the Wealth Advisor is responsible for developing new accounts and retaining existing business. The role develops client and business relationships, coordinates client servicing within the Department’s available services, and supports maintenance of the Agency Management System. The position also involves attending departmental and sales meetings as required and performing other assigned duties.

Responsibilities

• Develop new business as agreed upon.
• Develop strong client and business relationships with clients’ senior management.
• Coordinate and execute client servicing within the scope of services available within the Department.
• Support maintenance of the Agency Management System.
• Attend departmental and sales meetings as required.
• Perform other duties as assigned.

Benefits

• Health and welfare benefits
• Tuition assistance
• 401K savings
• Other retirement programs
• Employee assistance programs
• May be eligible for performance-based incentives

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed