Private Wealth Consultant
Our not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Private Wealth Consultant at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).
A day in the life.
Marsh McLennan Agency (MMA) is seeking a highly motivated and relationship-oriented Private Wealth Consultant to join our growing Retirement & Wealth team. This individual will play a key role in expanding MMA's Private Wealth offering by partnering with Retirement Services consultants, Employee Benefits producers, and other internal stakeholders to identify, develop, and convert wealth management opportunities.
The Private Wealth Consultant will serve as a trusted advisor to high-net-worth individuals, business owners, executives, retirement plan participants, and families seeking comprehensive financial planning and investment management solutions. This role combines business development, consultative sales, relationship management, and financial planning expertise to drive growth across MMA's national platform.
Business Development & Sales
- Develop and execute strategies to generate new Private Wealth opportunities through MMA's Retirement & Wealth practice.
- Partner with MMA consultants and producers to identify wealth management opportunities within existing client relationships.
- Conduct client and prospect meetings to uncover financial planning, investment, retirement income, estate planning, and wealth transfer needs.
- Build and maintain a strong pipeline of qualified opportunities and consistently achieve revenue and growth goals.
- Participate in client meetings, educational seminars, webinars, participant one-on-one coaching, and networking events to promote MMA's Private Wealth capabilities.
Client Advisory & Relationship Management
- Serve as a trusted advisor to individuals and families by delivering personalized wealth management solutions.
- Develop comprehensive financial plans addressing investment management, retirement planning, tax-efficient strategies, estate planning, insurance considerations, and legacy goals.
- Coordinate with internal and external professionals, including attorneys, CPAs, and trust specialists, to provide holistic client solutions.
- Maintain ongoing client relationships through regular reviews, proactive communication, and strategic guidance.
Internal Collaboration
- Work closely with Retirement Services consultants to create integrated retirement and wealth solutions for plan sponsors and participants.
- Collaborate with Employee Health & Benefits, Executive Benefits, Private Client Services, and other MMA specialty practices to maximize cross-selling opportunities.
- Support the development of wealth education programs for retirement plan participants and executive populations.
- Contribute to the growth and enhancement of MMA's national Retirement & Wealth strategy.
Strategic Initiatives
- Assist in the development and execution of national Private Wealth growth initiatives.
- Track and report business development activities, pipeline metrics, and revenue results.
- Stay informed on industry trends, regulatory developments, and market conditions impacting wealth management clients.
- Support thought leadership and client education efforts through presentations, content development, and industry participation.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
Required:
- Bachelor's degree in Finance, Business, Economics, or related field.
- 5+ years of experience in wealth management, financial planning, private banking, investment advisory, or related financial services roles.
- Demonstrated success in consultative sales and relationship development.
- Strong knowledge of investment management, retirement planning, and financial planning concepts.
- Excellent presentation, communication, and relationship-building skills.
Preferred:
- CFP®, CFA®, ChFC®, CPWA®, or other relevant professional designation.
- FINRA Series 7 and 66 licenses (or ability to obtain).
- Experience working with retirement plans, executives, business owners, and high-net-worth individuals.
- Familiarity with fiduciary advisory services and fee-based wealth management models.
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Medical, dental and vision plans
- 401(k) match after one year
- Contribute toward student loan debt
- Generous paid time-off programs ensure you have time to recharge including vacation
days, personal days, sick days, holidays, volunteer day, and days for learning & development
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
- https://www.instagram.com/lifeatmma/
- https://www.facebook.com/LifeatMMA
- https://twitter.com/LifeatMMA
- https://www.linkedin.com/company/marsh-mclennan-agency/
Who you are is who we are.
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.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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.Skills Required
- Bachelor's degree in Finance, Business, Economics, or related field.
- 5+ years of experience in wealth management, financial planning, private banking, investment advisory, or related financial services roles.
- Demonstrated success in consultative sales and relationship development.
- Strong knowledge of investment management, retirement planning, and financial planning concepts.
- Excellent presentation, communication, and relationship-building skills.
- CFP®, CFA®, ChFC®, CPWA®, or other relevant professional designation.
- FINRA Series 7 and 66 licenses (or ability to obtain).
- Experience working with retirement plans, executives, business owners, and high-net-worth individuals.
- Familiarity with fiduciary advisory services and fee-based wealth management models.
Marsh McLennan Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.
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Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
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Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
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Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.
Marsh McLennan Insights
What We Do
Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.
