Senior Retirement Consultant

Marsh(11 days ago)

HybridFull TimeSenior$89,500 - $166,900Retirement Services

About this role

The Senior Retirement Consultant at Marsh McLennan Agency provides expert advice and service for retirement plans to clients, helping align their long-term strategies with their retirement options. The role involves client servicing, plan assessments, and supporting business development efforts within a collaborative environment.

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Required Skills

Retirement Planning
Plan Design
Client Service
Investment Review
Regulatory Compliance
Financial Analysis
Presentation Skills
Project Management
Excel
PowerPoint

Qualifications

Bachelor’s Degree
CEBS or AIF® Certification
FINRA Series 65 or 66

About Marsh

marshmclennan.com

Marsh is a global leader in risk, reinsurance, and consulting services, dedicated to helping organizations navigate complex risks and develop strategies for success. With a strong emphasis on risk management, talent development, and strategic consulting, Marsh provides expert solutions tailored to the diverse needs of its clients. The company leverages its extensive expertise in capital, people, and consulting to empower businesses to thrive in competitive environments. Through its innovative approach and comprehensive services, Marsh is committed to building resilient organizations.

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