Senior Wealth Advisor — Remote/Hybrid Client Growth

Arthur J. Gallagher & Co. (AJG); Chicago (IL); Hybrid; USD 90,000 - 140,000; Full time

Job summary

Gallagher Benefit Services, a unit of Gallagher, seeks a Senior Financial Advisor, Wealth Management to build and deepen client wealth relationships and provide advisory services across retirement and investment needs.

You will prospect for new opportunities, coordinate custodial paperwork, and participate in ongoing training with field experts to grow capabilities and grow a national client base with a hybrid work setup.

Qualifications

• Bachelor's degree is a plus, but not required; 3+ years of finance or banking experience.
• Series 7 and Series 65 or 66 are required.
• Strong communication and interpersonal skills; able to work independently.

Responsibilities

• Cultivate and manage client relationships, and provide advisory services and solutions to meet investment objectives.
• Prospecting for new business opportunities.
• Maintain regular contact with clients to ensure needs are met and exceptional experience.
• Participate in ongoing training with field experts to gain industry knowledge.
• Hold annual review meetings to align portfolios with goals and risk tolerance.
• Prepare custodial paperwork for new accounts with operations team support.
• Maintain a compliance mindset and professional conduct.
• Present Financial Wellness Seminars to firm participants as part of benefits.
• Build rapport with internal partners to support clients and career growth.

Skills

Strong communication

Interpersonal skills

Independent worker

Client relationship management

Education

Bachelor's degree preferred

Tools

Custodial paperwork (Fidelity, Schwab)

Job description

Gallagher Benefit Services, a unit of Gallagher, seeks a Senior Financial Advisor, Wealth Management to build and deepen client wealth relationships and provide advisory services across retirement and investment needs.

You will prospect for new opportunities, coordinate custodial paperwork, and participate in ongoing training with field experts to grow capabilities and grow a national client base with a hybrid work setup.