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Financial Advisor
1 week ago
Lakeshore Financial Group Wisconsin, United StatesAre you an experienced financial advisor with a proven track record and a passion for expanding your practice? Do you excel at cultivating meaningful client connections and tailoring custom-made wealth management plans? Lakeshore Financial Group presents an exceptional chance to ...
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Financial Advisor
1 week ago
Thrivent Madison, United States Full timeBe in Business for Yourself, not By Yourself · Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful. · Job Des ...
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Financial Advisor
1 day ago
Gallagher Madison, United StatesIntroduction: · Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environme ...
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Support Financial Advisor
3 days ago
Walkner Condon Financial Advisors Madison, United StatesWalkner Condon Financial Advisors is seeking a highly motivated Support Financial Advisor to join our internationally focused wealth management team. The primary responsibility of this role will be to provide exceptional service and support to our three U.S. expat focused financi ...
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Experienced Financial Advisor
1 week ago
Prudential Financial Wisconsin, United StatesPrudential Advisors is looking for an experienced financial professional in the Milwaukee area that is interested in working with an existing book. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for ...
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Associate Financial Advisor
1 week ago
The QTI Group Madison, United StatesSummary: · Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor (including SIE, Series 7, Series 66, or equivalents) to support their growing client base With the support of the newest technology and a strong team, the Ass ...
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Independent Financial Advisor
2 days ago
Prudential Financial Wisconsin, United StatesPrudential Advisors is seeking experienced financial professionals interested in working with an existing book of clients. This opportunity offers: · The chance to service an existing book of business upon hire · Collaboration within a team to build a solid client base with Prude ...
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Financial Advisor Assistant
2 weeks ago
Connect Search Madison, United StatesSummary · Connect Search is recruiting a Financial Advisor Assistant for a client in Madison WI. This role offers work from home capabilities (up to 1 day a week), bonus opportunities, great benefits, and a team oriented company culture. · Location: Madison WI Work from home 1 ...
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Financial Aid Advisor
6 days ago
Herzing University Madison, United States Full timeIf you are a current employee, faculty or adjunct instructor at Herzing University (not a Contractor or temporary employee through a staffing agency), please clickto log in to UKG and then navigate to Menu > Myself > My Company > View Opportunities to apply using the internal ...
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Financial Advisor Assistant
6 days ago
Connect Search, LLC Madison, United StatesSummary · Connect Search is recruiting a Financial Advisor Assistant for a client in Madison WI. This role offers work from home capabilities (up to 1 day a week), bonus opportunities, great benefits, and a team oriented company culture. · Location: Madison WI Work from home 1 da ...
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Associate Financial Advisor
1 week ago
Drake & Company Madison, United StatesJob Description · Job DescriptionOur wealth management client is seeking a detail oriented, supporting Associate Financial Advisor. In this client facing role, you will use your industry knowledge to assist Advisors in researching and recommending the best options for the clients ...
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Financial Advisor Assistant
4 days ago
Connect Search Madison, United StatesSummary · Connect Search is recruiting a Financial Advisor Assistant for a client in Madison WI. This role offers work from home capabilities (up to 1 day a week), bonus opportunities, great benefits, and a team oriented company culture. · Location: Madison WI Work from home 1 ...
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Associate Financial Advisor
3 weeks ago
The QTI Group Madison, United StatesSummary: · Our client, a well-established financial advisory practice, is seeking a licensed Associate Financial Advisor (including SIE, Series 7, Series 66, or equivalents) to support their growing client base With the support of the newest technology and a strong team, the Ass ...
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Financial Advisor
1 month ago
LPL Financial Madison, United States Full timeYour career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Harris Bank in Madison, WI would allow you to join the Investment Program at BMO Harris Bank as ...
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Financial Services/Enrollment Advisor
2 weeks ago
Paul Mitchell Schools Madison, United StatesPaul Mitchell The School Madison is seeking a Financial Services Advisor to join our team. Paul Mitchell School Madison offers programs in cosmetology and barbering and is located on the west side of Madison, Wisconsin's beautiful capital. Our inclusive culture and innovative tra ...
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Financial Services/Enrollment Advisor
1 week ago
Paul Mitchell Schools Madison, United StatesJob Description · Job DescriptionPaul Mitchell The School [insert school name here] is seeking a qualified Financial Aid Leader to join our family With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our "One Size Fits All" and "Be Nice" c ...
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Financial Advisor
4 weeks ago
Northwestern Mutual Middleton, United StatesWe're among the strongest. · Northwestern Mutual is 166 years old and one of the top performing companies in the industry. Here at Northwestern Mutual, we are committed to the clients we serve and a part of that service means hiring and developing some of the best advisors in th ...
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Financial Advisor
1 week ago
Thrivent Financial for Lutherans Fort Atkinson, United StatesThrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to he Financial Advisor, Financial, ...
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Private Client Financial Advisor
2 weeks ago
Citizens Bank Verona, United States Full timePrivate Client Financial Advisor - Elizabeth, NJ · Wealth and Asset Management · Elizabeth, New Jersey; South Orange, New Jersey; Verona, New Jersey; West Caldwell, New Jersey; Clinton, New Jersey; East Orange, New Jersey · ...
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Wealth Management Associate
6 days ago
Equitable Advisors Madison, United StatesOverview · At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join ou ...
Financial Advisor - Madison, United States - Gallagher
Description
About Us:
Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries.
As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive.
Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you So, even if you feel that you're close but not an exact match, we encourage you to apply.
Responsibilities:
Develops and acquires new business revenue through sales to new and existing clients with emphasis on small to mid-size companies with high revenue.
Provides service to clients according to their needs, retaining them as clients. Participate in team sales situations with other producers and support personnel. May manage overall client relationships and is supported by day-to-day account management. Assist, educate and develop other staff members in new client sales situations and existing client service requirements. Applies industry technologies to new sales, additional sales to existing clients and account service. Provides direction in account transfer situations. Prepares and implements an individual business plan and production budget. Develops and maintains interdivision/intercompany relationships consistent with our corporate culture.Qualifications:
Required:
Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR High School Diploma/GED and 6 years experience.
Preferred:
Professional designation may be preferred, including CEBS, CPCU, CIC or ARM.
Behaviors:
Act independently with minimal direction. Strong communication and interpersonal skills.
Compensation and Benefits:
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:Medical/dental/vision plans, which start from day one
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Other benefits include:
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
We value inclusion and diversity
Click Here to review our U.S. Eligibility Requirements
Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization.
For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination.
In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.