Wealth Advisor
Marsh McLennan•San Diego, CA
•$67,500 - $125,800
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 includes developing new business, building relationships with client senior management, and coordinating and executing client servicing within the Department’s available services.
Responsibilities
- Develop new business as agreed upon.
- Develop strong client and business relationships with client 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 all other duties as assigned.
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
- May be eligible for performance-based incentives
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
