Senior Financial Advisor

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 well‑being 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.

Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants. You will prospect external and internal partners, deepen relationships, and provide solutions and services to employees of clients. Gallagher has approximately 2,000 retirement plans as agent of record and about 950,000 individuals or would‑be prospects that can become a source of business, in addition to new business you bring in.

The Financial Wellness Program offers an intensive, rotational training regimen where you will learn from field experts in sales, operations, compliance, and marketing. Our goal is for you to open client relationships within 90 days of starting the program. We will provide operational and compliance support, and a state‑of‑the‑art technology suite to maximize the client experience.

• Cultivate and manage client relationships, and provide advisory services and solutions to meet individual clients’ needs and investment objectives.
• Prospect for new business opportunities.
• Maintain regular contact with clients to ensure their needs are met and to provide an exceptional client experience.
• Participate in ongoing training with the organization’s field experts to gain industry knowledge and expertise.
• Hold annual review meetings with existing clients to confirm portfolios align with their investment profiles, goals, and risk tolerance.
• Prepare custodial (Fidelity and Charles Schwab) paperwork for new accounts and ongoing account servicing with training and assistance from Gallagher’s operations team.
• Maintain a compliance‑oriented mindset and behavior.
• Present Financial Wellness Seminars to firm participants as part of their benefits package; training and support will be provided by experienced industry leaders.
• Build and maintain rapport with internal partners to maximize support of your clients and career growth.

• Bachelor’s degree and 5–10 years of related experience.
• Appropriate licenses:
  Series 7, 65, and 66.
• Willing to work on a hybrid model in a Gallagher office within the United States.

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. Actual compensation will be influenced by factors such as prior experience, education, pay market/geography, complexity or scope of assignment, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. In addition to a competitive salary, we offer a wide range of benefits.

• Medical/dental/vision plans, starting day one.
• Life and accident insurance.
• 401(k) and Roth options.
• Tax‑advantaged accounts (HSA, FSA).
• Educational expense reimbursement.
• Paid parental leave.

• Digital mental health services (Talkspace).
• Flexible work hours (availability varies by office and job function).
• Training programs.
• Gallagher Thrive program—elevating health through challenges, workshops, and digital fitness programs.
• Charitable matching gift program.
• And more.
• The benefits summary above applies to full‑time positions. If you are not applying for a full‑time position, details about benefits will be provided during the selection process.