Financial and Actuarial Associate

Gallagher; Glendale (CA); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental, vision plans

401(K) and Roth options

Educational expense reimbursement

Paid parental leave

Gallagher Thrive program

Job summary

Gallagher is seeking a Financial and Actuarial Associate in the United States. The role involves performing financial analyses, mentoring team members, and delivering solutions for clients.

You will collaborate with Account Managers and Producers, contribute to benefit strategies, and advise on workforce challenges within a dynamic environment. Required: Bachelor's degree and 2 years of related experience, with strong Excel/Word skills; CMA or CFA preferred.

Qualifications

• Bachelor's degree required and 2 years related experience.
• Proficiency with Microsoft Excel and Word.
• CMA or CFA certification preferred.
• Strong analytical and client consultation skills.

Responsibilities

• Perform financial analysis and provide client consultation.
• Support account managers and producers as directed.
• Handle routine financial analyses for clients.
• Communicate findings to clients and internal teams.

Skills

Excel

Analytical skills

Microsoft Word

Communication

Education

Bachelor's degree

CMA or CFA preferred

Tools

PowerPoint

Job description

Introduction

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.

Overview

At Gallagher, we're united by a commitment to growth, shared goals, and shaping a future defined by excellence. As a Financial and Actuarial Associate, you'll play a role in helping clients make informed financial decisions, mentoring team members, and driving impactful solutions. This is your chance to join a team that values curiosity, collaboration, and service-minded innovation.

How you'll make an impact

• Performs financial analysis on behalf of clients, and provide consultation to clients around analytical findings.
• Typically supports other Account Managers, Account Executives, Producers and acts under their direction.
• Has direct customer contact.
• Projects, analyses, and/or assignments are less complex.
• Works independently on more routine/less complex assignments, and under the direction of a manager or Account Manager/Account Executive/Producer on more complex assignments.
• Responsible for conducting and documenting routine to moderate financial analysis projects for clients.

About You

Required: Bachelor's degree and 2 years related experience required. Strong PC and Microsoft application skills, including Word and Excel. Preferred: CMA or CFA preferred.

Compensation and benefits

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

minimum core 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

Other benefits include:

• 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
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.