Associate Director, Financial Wellness (MMA Mid-Atlantic) at Marsh McLennan (Charlotte, NC)

| Charlotte, NC
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Marsh & McLennan Agency


Compass Financial Partners, A Marsh & McLennan Agency LLC Company

Associate Director, Financial Wellness - Charlotte, Greensboro, or Raleigh, NC (MMA Mid-Atlantic)

As the Associate Director, Financial Wellness, you will provide support and enhanced value to Retirement Plan participants and Individual Wealth Management clients, by providing excellent programming and client service experiences. To succeed in this role, you will have demonstrated industry knowledge, the ability to generate revenue opportunities and a willingness to travel. A Bachelor's degree and Series 6/7 and 65/66 registrations (or ability to obtain within 90 days) required. A CRPC, RIPC, AIF, CRPS, or QPFC designation is preferred. Candidates with a CFP designation, or in process of obtaining the designation, are highly desired!

Interested? Keep reading.

Make a career. Make a difference. When you work at Compass Financial Partners, A Marsh & McLennan Agency LLC Company, you'll experience real opportunities to help people and businesses become more safe, secure, and successful. With Compass Financial Partners, A Marsh & McLennan Agency LLC Company, you can create a career that matters.

As a Compass Financial Partners, A Marsh & McLennan Agency LLC Company colleague, you'll get personal and professional development, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. Discover how much is possible as you grow or advance your career.

Here's how we define early success for the Associate Director, Financial Wellness
  • Support Compass' Financial Wellness practice
  • Develop and deliver strategic participant education and communication programming - design annual education plans; prepare content; conduct individual & group meetings; and track all metrics
  • Retirement plan participant point of contact and retirement readiness coach- respond to participant inquiries; communicate with participants by phone/in- person while utilizing a variety of computer software & systems to assist in identifying action steps to reach retirement goals; serve as a retirement income specialist (retirement projections, financial plans, investment selection guidance, distribution planning)
  • Support the development and implementation of custom designed, full-scale financial wellness programs for our clients
  • Collaborate with the Director, Financial Wellness, Communications and Education Strategy on all financial wellness deliverables and programming
  • Implement the servicing of the executive financial planning program to existing Compass clients; and help cross-sell program to other MMA Mid-Atlantic clients
  • Project related support including content creation and development, process improvement, and documenting processes and procedures to create efficiencies across the team
  • Stay abreast of current market, industry and legislative issues & trends

Personal Attributes of the Successful Individual:
  • A student of the industry with demonstrated confidence of topical knowledge
  • Willingness and capability to travel on a regular basis; work outside the scope of normal business hours as needed for client engagements
  • Experience successfully managing and cultivating business relationships with clients, plan participants
  • Enjoys self-motivating each day, organizing and prioritizing tasks and deliverables with minimal supervision and works well under tight deadlines
  • Possesses a drive for results through accountability and execution
  • Excellent written and oral communication skills - enjoys delivering lively, entertaining employee education meetings that are interesting, relevant, accurate and concise
  • Motivated self-starter and innovator, must enjoy working independently in a team environment
  • Fluent in Spanish ideal but not required

Compass Financial Partners, A Marsh & McLennan Agency LLC Company encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including: flexible, hybrid work environment, health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception.

At Compass Financial Partners, A Marsh & McLennan Agency LLC Company, your future is limitless. For more information about our company, please visit us at:

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
More Information on Marsh McLennan
Marsh McLennan operates in the Consulting industry. The company is located in New York, NY. Marsh McLennan was founded in 1871. It has 78000 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability Insurance, Dental Benefits, Vision Benefits, Health Insurance Benefits and Life Insurance. To see all 77 open jobs at Marsh McLennan, click here.
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