Wealth Advisor – Retirement & Wealth

Marsh McLennan • Waverly, OH

2d • Hybrid

About The Position

As a Wealth Advisor, you will drive business growth by developing and managing relationships with business clients while providing expert guidance on qualified retirement plan solutions. You will prospect for new clients, maintain and service existing accounts, conduct retirement plan reviews, present customized strategies, and educate clients through meetings, seminars, and workshops. The role suits a relationship-focused sales professional with knowledge of retirement planning products, financial markets, and regulatory requirements who thrives in a collaborative, client-centered environment.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. Its approach emphasizes proactive service, data-driven insights, and helping clients understand how global events can affect local decisions.

Requirements

• Securities licenses: Series 65 or Series 7 and 66.
• Knowledge of retirement planning products and services.
• Strong customer service, relationship-building, and communication skills.
• Ability to work independently and collaboratively in a team environment.
• Valid driver’s license and willingness to travel locally to meet with clients.

Responsibilities

• Develop and manage relationships with business clients.
• Provide guidance on qualified retirement plan solutions.
• Prospect for new clients.
• Maintain and service existing accounts.
• Conduct retirement plan reviews.
• Present customized strategies.
• Educate clients through meetings, seminars, and workshops.

Benefits

• Generous time off, including personal and volunteering time.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Robust benefits programs and resources.
• Personal and professional development opportunities.

What This Job Offers

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