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Retirement Plan Advisor: Client Strategy & Design
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-08-26
Listing for:
Marsh McLennan Agency
Full Time
position Listed on 2026-08-26
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Marsh McLennan Agency in Boston seeks an experienced Retirement Consultant to join the Retirement & Wealth team. You will service existing clients and help secure new retirement business, translating long‑term business goals into plan design and investment strategies.
Ideal candidates hold FINRA licenses or will obtain them, have 4+ years in retirement planning, and excel at communication, presentation, and collaborative client service in a fast-paced environment.
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