Marsh McLennan

Wealth Advisor

San Diego, United States · On-site
Salary not published
Posted 2 weeks ago

From Marsh McLennan's careers page

Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.

About the role

#LI-DNI The applicable base salary range for this role is $67,500 to $125,800.

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Hi [Name], I just applied for the Wealth Advisor role at Marsh McLennan. My background in [your most relevant experience] lines up well with what the team is looking for. Would you be open to a quick chat, or could you point me to the right person on the team? Thank you!

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Marsh McLennan

Wealth Advisor

San Diego, United States · On-site
Salary not published
Posted 2 weeks ago

From Marsh McLennan's careers page

Status: listed on the employer's own careers page when we last checked (daily). Confirm on their site before applying.

About the role

Wealth Advisor

Under the guidance of the President of Retirement & Wealth , this position is responsible for developing new accounts and retention of existing business.

Essential Duties & Responsibilities

Responsible for development of new business as agreed upon.

Develop strong client / business relationships with the senior management of the client.

Coordinate and execute servicing of the client within the scope of the services available within the Department.

Must support the maintenance of our Agency Management System.

Attend Departmental and Sales meetings as required.

All other duties as assigned.

#LI-DNI

The applicable base salary range for this role is $67,500 to $125,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

#LI-DNI The applicable base salary range for this role is $67,500 to $125,800.

Your match

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Career roadmap: Financial AdvisorWhat to learn, how to practice and free resources, from beginner to expert.

Reach the hiring team

A short note to a recruiter or the hiring manager after you apply can get your application read sooner.

ATS check

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