What are the responsibilities and job description for the Financial Well-Being Coach position at US012 Marsh & McLennan Agency LLC?
Description :
The Financial Well-Being Coach utilizes your analytical talents to provide investment advice to participants from our current group retirement plan clients and will help individuals reach their retirement goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following :
Conducting pre-scheduled virtual, 1 : 1 financial coaching sessions via Zoom
Managing and providing investment advice & financial recommendations to participants who are enrolled in their company’s group retirement plan.
Engaging in conversation to provide participants with a personalized investment review and recommendation which includes an overview of their company’s retirement plan.
Partnering effectively with the lead Retirement Consultant to build a cohesive team to support the client offering and business growth.
Gathering and analyzing individual client investment holdings.
Maintaining working knowledge of suitable investment products and solutions, and regulatory requirements.
Preparing information for virtual meetings.
Maintaining accurate client conversations and recommendation as required by the firm, regulatory authorities.
Adhering to the service practices and guidelines outlined in the Compliance Manual for Financial Advisors.
Conducting business based on the rules and regulations of the regulatory entities of the banking and brokerage industry (e.g. FINRA, SEC, Internal Audit), as well as RIA and Broker-Dealer requirements (if applicable).
REQUIRED EDUCATION AND EXPERIENCE
Bachelor's Degree in Finance, Accounting or related field highly desired or the equivalent work experience
401(k) or Financial Services experience required
Series 65 / 66 License (Required)
No previous SEC Or FINRA Disclosures
Initiative and willingness to learn and take on new tasks
KNOWLEDGE, SKILLS AND ABILITIES
Communication : can communicate clearly and effectively at all levels.
Time Management : ability to effectively multi-task and prioritize deadlines.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is :
Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
Occasionally required to stand and walk;
Extensive use of computer and keyboard and viewing of computer screen is required;
Specific vision abilities required by this job include vision, and ability to adjust focus.
Other working conditions are normal for an office environment.
WORK LOCATION
Work is typically performed in a hybrid manner based out of our Conshohocken, PA, office.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including : health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at :
