Senior Financial Advisor
Phoenix, AZ · Hybrid
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... the wealth management space including sales, operations, compliance, and marketing, so you can ...

Phoenix, AZ · Hybrid
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... the wealth management space including sales, operations, compliance, and marketing, so you can ...
Phoenix, AZ · Hybrid
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... the wealth management space including sales, operations, compliance, and marketing, so you can ...
Denver, CO · Hybrid
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... the wealth management space including sales, operations, compliance, and marketing, so you can ...
Denver, CO · Hybrid
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... the wealth management space including sales, operations, compliance, and marketing, so you can ...
Lead a team to deliver high-quality service that aligns with Gallagher's operational standards. * Manage and develop your team, helping them grow while ensuring productivity and performance goals are ...
Lead a team to deliver high-quality service that aligns with Gallagher's operational standards. * Manage and develop your team, helping them grow while ensuring productivity and performance goals are ...
Manage and maintain accurate client and policy data using Gallagher's systems, ensuring all ... Experience leading teams in an operational service delivery or shared services environment is ...
Manage and maintain accurate client and policy data using Gallagher's systems, ensuring all ... Experience leading teams in an operational service delivery or shared services environment is ...
... expert within the Gallagher Bassett Litigation Management Program. You'll work directly with ... Thinks critically and understands how operational processes connect to overall business outcomes.
... expert within the Gallagher Bassett Litigation Management Program. You'll work directly with ... Thinks critically and understands how operational processes connect to overall business outcomes.
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... Collaborates with Area President and Market Leaders to manage branch sales meetings, producer ...
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... Collaborates with Area President and Market Leaders to manage branch sales meetings, producer ...
Introduction At Gallagher Bassett, we're there when it matters most because helping people through ... Whether you're managing claims, supporting clients, or improving processes, you'll play a vital ...
Introduction At Gallagher Bassett, we're there when it matters most because helping people through ... Whether you're managing claims, supporting clients, or improving processes, you'll play a vital ...
Strong knowledge of payroll operations, compliance, governance, and controls. * Excellent analytical, communication, and stakeholder management skills. Compensation and benefits At Gallagher, we ...
Strong knowledge of payroll operations, compliance, governance, and controls. * Excellent analytical, communication, and stakeholder management skills. Compensation and benefits At Gallagher, we ...
Rolling Meadows, IL · On-site
$101K - $162K/yr
Strong knowledge of payroll operations, compliance, governance, and controls. * Excellent analytical, communication, and stakeholder management skills. Compensation and benefits At Gallagher, we ...
Rolling Meadows, IL · On-site
$101K - $162K/yr
Strong knowledge of payroll operations, compliance, governance, and controls. * Excellent analytical, communication, and stakeholder management skills. Compensation and benefits At Gallagher, we ...
Overview Gallagher Global Brokerage (GGB-Americas Division) is looking for an experienced Digital Operations Project Manager who will provide operational, project and delivery support for Microsoft ...
Overview Gallagher Global Brokerage (GGB-Americas Division) is looking for an experienced Digital Operations Project Manager who will provide operational, project and delivery support for Microsoft ...
As a Private Client Service Manager at Gallagher, you'll be the trusted advisor for High Net Worth ... Operational Excellence: * Ensure accurate client and policy data is maintained within Gallagher ...
As a Private Client Service Manager at Gallagher, you'll be the trusted advisor for High Net Worth ... Operational Excellence: * Ensure accurate client and policy data is maintained within Gallagher ...
Rolling Meadows, IL · On-site
$99K - $194K/yr
Overview Gallagher Global Brokerage (GGB-Americas Division) is looking for an experienced Digital Operations Project Manager who will provide operational, project and delivery support for Microsoft ...
Rolling Meadows, IL · On-site
$99K - $194K/yr
Overview Gallagher Global Brokerage (GGB-Americas Division) is looking for an experienced Digital Operations Project Manager who will provide operational, project and delivery support for Microsoft ...
Brookfield, WI · On-site
$13.75 - $19/hr
Introduction At Gallagher, we help clients face risk with confidence because we believe that when ... operations running smoothly. You'll also collaborate with team members to improve workflows ...
Brookfield, WI · On-site
$13.75 - $19/hr
Introduction At Gallagher, we help clients face risk with confidence because we believe that when ... operations running smoothly. You'll also collaborate with team members to improve workflows ...
Sterling Heights, MI · On-site
$36K - $48K/yr
Introduction At Gallagher, we help clients face risk with confidence because we believe that when ... Delivers consistent, high quality client service as defined by AJG operational standards and ...
Sterling Heights, MI · On-site
$36K - $48K/yr
Introduction At Gallagher, we help clients face risk with confidence because we believe that when ... Delivers consistent, high quality client service as defined by AJG operational standards and ...
... Operations Strategy, you will develop strong relationships with divisional leadership in Gallagher ... Update project management documents. * Produce performance reports. * Identify actionable ...
... Operations Strategy, you will develop strong relationships with divisional leadership in Gallagher ... Update project management documents. * Produce performance reports. * Identify actionable ...
$36K - $49K/yr
Introduction At Gallagher, we help clients face risk with confidence because we believe that when ... Delivers consistent, high quality client service as defined by AJG operational standards and ...
New
$36K - $49K/yr
Introduction At Gallagher, we help clients face risk with confidence because we believe that when ... Delivers consistent, high quality client service as defined by AJG operational standards and ...
New
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. Overview The Client Operations Manager is the primary point of ...
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. Overview The Client Operations Manager is the primary point of ...
Introduction At Gallagher, we help clients face risk with confidence because we believe that when ... Promote operational excellence by maintaining accurate client and policy information, following ...
Introduction At Gallagher, we help clients face risk with confidence because we believe that when ... Promote operational excellence by maintaining accurate client and policy information, following ...
$34K - $46K/yr
Introduction At Gallagher, we help clients face risk with confidence because we believe that when ... operations running smoothly. You'll also collaborate with team members to improve workflows ...
$34K - $46K/yr
Introduction At Gallagher, we help clients face risk with confidence because we believe that when ... operations running smoothly. You'll also collaborate with team members to improve workflows ...
... and operational success. How you'll make an impact In this role, you'll lead a team of Client ... Manage and maintain accurate client and policy data using Gallagher's systems, ensuring all ...
... and operational success. How you'll make an impact In this role, you'll lead a team of Client ... Manage and maintain accurate client and policy data using Gallagher's systems, ensuring all ...
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7.7
Based on 92 frontline employees who took The Breakroom Quiz
201st of 303 rated insurance
The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants. The ideal candidate is motivated by focusing their time and expertise by prospecting external and internal partners by deepening relationships and providing solutions and services to employees of clients. To date, Gallagher has approximately 2,000 retirement plans as agent of record translating into approximately 950,000 individuals or would-be prospects that can/will be your source of business along with your own ability to bring in new business, when possible. The Financial Wellness Program is designed to provide you with an intensive, rotational training regimen where you will sit with field experts in a multitude of areas of the wealth management space including sales, operations, compliance, and marketing, so you can fully grasp the business cycle and build internal relationships with those supporting your career growth. Our goal is to have you prepared and starting 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 for you to maximize the client experience.
Responsibilities
At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.
At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.
Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)
Qualifications:Get the full story on Breakroom
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Insurance services
10,000+ Employees
Rolling Meadows, IL, US
1927