Wealth Advisor
- Company: Marsh Canada
- Location: 9171 Towne Centre Drive, San Diego, CA 92122, United States of America
- Work mode: On-site
- Job type: Full-Time
- Posted: 2026-11-02
COMPANY:
DESCRIPTION:
Wealth Advisor
Under the guidance of the President of Retirement & Wealth , this position is responsible for developing new accounts and retention of existing business.
ESSENTIAL DUTIES & RESPONSIBILITIES
· Responsible for development of new business as agreed upon.
· Develop strong client / business relationships with the senior management of the client.
· Coordinate and execute servicing of the client within the scope of the services available within the Department.
· ·Must support the maintenance of our Agency Management System.
· Attend Departmental and Sales meetings as required.
· All other duties as assigned.
#LI-DNI
The applicable base salary range for this role is $67,500 to $125,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.