Financial consultant
$88k - $176kUS048 Mercer Health & Benefits LLC
Description We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in Los Angeles or Irvine CA. This is a hybrid role that has a requirement of working at least three days a week in the office. Role Overview As a Health & Benefits (H&B) Consultant , you will assist with managing consulting engagements with 2,000+ life employers regarding their medical, dental, life, and disability benefit plans and programs. You will negotiate with benefits carriers and vendors to secure health and welfare plan coverage for these employers, acting as the client manager and often the Mercer relationship manager. Responsibilities Manage complex client engagements, including overall service delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies and drive the development of tools and solutions to address complex client issues. Develop the full scope of services provided to the client and set roles/responsibilities within the client team. Effectively communicate Mercer's position on the latest industry trends to clients. Be accountable for revenue/profitability for client accounts and projects. Monitor the success of projects in terms of scope, budget, timeliness, and client satisfaction. Set strategic direction and create demand for new products/services in the marketplace. Manage and participate in new business opportunities with sales channel partners. Qualifications BA/BS degree. Minimum of 5 years of experience in identifying, designing, recommending, and implementing efficient, innovative business solutions to clients' complex health care benefit plans. Client facing experience in a consulting capacity. Renowned expertise and industry reputation in the health & benefits field. Preferred Qualifications Life and Health License. Strong, innovative sales and marketing skills plus the ability to market organizational strengths successfully. Well-versed mathematical skills, strategic planning, communication, and listening skills. Proven management skills in leading large, complex projects. Benefits We help you be your best through professional development opportunities, interesting work, and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. Compensation and Benefits Package The applicable base salary range for this role is $88,000 to $176,000. 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. Equal Employment Opportunity Statement Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person. #J-18808-Ljbffr
$51k - $320k
...About Us Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute to a clients' financial future that transcends generations...SuggestedInternshipLocal areaFlexible hours$28.07 per hour
...Your Role on the Team The Financial Aid Advisor uses professional financial aid concepts applied to a limited number of financial aid functions. Provides information and interpretation of standard policies, procedures, and regulations. Works independently under general...SuggestedHourly paySeasonal workWork at officeNight shift$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow...Suggested
- ...Are you an Experienced Financial Advisor/Financial Planner s eeking an opportunity to serve your clients better? At Pacific Southwest Advisors we can offer you more: More support, More clients, More compensation, and More client satisfaction. Prudential Advisors has opportunities...SuggestedContract work
$28.07 per hour
...University of California Irvine Req ID: 148535 Payroll Job Title: 004987-FINANCIAL AID OFCR 2 SV Location: Irvine, California Organization: UCI Campus Division: Academic Affairs Department: Financial Aid Reports to Title: 004530-FINANCIAL AID SUPV 1 Position Type: Full...Hourly payFull timeSeasonal workWork at officeNight shift- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...
$50k - $75k
This range is provided by Prudential Financial. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $50,000.00/yr - $75,000.00/yr Additional compensation types Annual Bonus and Commission Direct message...Minimum wageFull timeContract workPart time$150k - $250k
Financial Representative (Career-Changers are welcome to apply) Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele...Work experience placement- Are you passionate about building enduring client relationships and providing comprehensive financial guidance? Sagient, a leading firm dedicated to cultivating long-term partnerships, is seeking a dynamic individual to join our team. As a key member, you'll have the opportunity...
$65.7k
...UC Irvine, visit The Division of Enrollment Management represents the Offices of Enrollment Management, Undergraduate Admissions, Financial Aid and Scholarships and the University Registrar. These key functional offices support the campus goals to recruit, retain and...Seasonal workWork at officeLocal areaNight shift$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...For contractorsWork at office$120k - $260k
...on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals... ...performing sales team, in our Irvine office. As a Financial Consultant, you'll be the first point of contact for customers looking for...Daily paidFull timeTemporary workWork at officeFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for...Immediate start
- ...Job Description: Our client is a growing independent wealth management firm dedicated to delivering comprehensive financial planning and investment management services to affluent individuals, families, corporate executives, professionals, and business owners....Immediate start
$50k - $150k
...As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies, you’ll help clients work toward...Full timeContract workFlexible hours- ...Northwestern Mutual in Irvine, California, is seeking College Financial Representatives for an internship program. This role offers performance-based earnings, development incentives, and the chance to network with financial professionals. The ideal candidate is a full...Full timeInternshipFlexible hours
$28.07 - $48.28 per hour
...The University of California Irvine is seeking a Financial Aid Officer to provide guidance on financial aid policies and procedures. This full-time position involves advising students and parents about various financial aid programs, analyzing data for eligibility, and...Hourly payFull time$125k
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a holistic planning approach, Pure Financial manages over $11.05 billion in assets...$85k - $95k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...Work at officeLocal areaRemote work2 days per week$64.1k - $117.5k
...and build teams that learn from one another. If you're driven to solve meaningful challenges, we'd love to meet you. What we do The Financial Planning & Analysis (FP&A) team plays a critical role in supporting the company's financial and strategic initiatives through data...Full timeTemporary workLocal areaWorldwide$110k - $125k
...diverse perspectives, and support every team member's success. Ready to do work that matters? Join us. Position Title: Senior Financial Analyst (FP&A) Location: Irvine, CA Work Arrangement: Onsite Position Summary The Senior Financial Analyst will be...Full timeWork experience placementWork at officeLocal areaImmediate startVisa sponsorshipWork visa- ...Regional Recruiter @ Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families...Local area
$85k - $95k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...Work at officeLocal areaRemote work2 days per week$55 - $70 per hour
...Finance Lead to support a major capital project within a complex enterprise environment. This role will serve as the primary owner of financial oversight, reporting, and governance for a high?visibility, capital?intensive program. This is a hybrid role requiring regular...Contract workWork at officeLocal areaRemote work$132.5k - $205k
...1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives...Full timeFlexible hours$190k - $230k
...background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid‑sized and large), CB&T has been active...Work experience placementWork at officeLocal areaFlexible hours$23 - $25 per hour
...MSR), you’re more than the face of the branch—you’re a trusted financial partner. You’ll blend service, sales, and problem‑solving to... ...fit member needs Resolve questions and concerns with a consultative, relationship‑focused approach Create trust that lasts beyond...Hourly payWeekday work
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