Wealth Advisor
Company:
Description:
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.Source: the employer's careers page. Last checked 2026-11-03. Posted 2026-11-03.
More jobs at Marsh · Jobs in San Diego · Hybrid jobs in United States · Finance and accounting jobs