Financial Wellness Coach

Job not on LinkedIn

🕒 April 10

🗽 New York, Massachusetts – Remote

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💵 $63.2k - $117.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Logo of Marsh McLennan

Marsh McLennan

10,000+ employees

Founded 1871

💸 Finance

Finance • Consulting • Insurance

Marsh McLennan is a leading professional services firm that operates in the areas of risk, strategy, and people. With over 85,000 employees worldwide, the company encompasses four main businesses: Marsh, offering insurance broking and risk management; Guy Carpenter, providing reinsurance and capital strategies; Mercer, specializing in health, wealth, and career consulting; and Oliver Wyman, focusing on strategy, economic, and brand consulting. Marsh McLennan is committed to fostering an inclusive culture, empowering its employees, and delivering innovative solutions to clients globally.

📋 Description

• Deliver individual retirement education and financial wellness materials to client’s employees and plan participants, both in-person and virtually • Assist the team with retention and new business development goals and opportunities • Support MMA Retirement Services clients by delivering effective education and advice to retirement plan participants • Work with producers and consultants to help them improve client interactions and engagements • Participate in national MMA Retirement Services initiatives • Collaborate with colleagues from other lines of business on companywide initiatives

🎯 Requirements

• 5+ years of industry experience • A college degree • Securities 65 or 66 license or profession certification • Financial or retirement planning or educational experience • Proficient to advanced Excel skills; ability to utilize arithmetic formulas, upload spreadsheets, and import/export data • Strong critical thinking skills • Excellent organizational skills with a strong attention to detail

🏖️ Benefits

• Health and welfare benefits • Tuition assistance • 401K savings and other retirement programs • Employee assistance programs

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