Financial Wellness Consultant

Financial Wellness 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 Financial Wellness 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.

The Financial Wellness Consultant at Marsh McLennan Agency works closely with our sales, service, and marketing teams to deliver robust retirement education and financial wellness services to our clients and their employees. The position reports to the Director of Financial Consulting. The ideal candidate will have a background hosting and delivering education and training within the retirement or financial services industries.

Marketing and client management support for new MMA clients:

• Assist with marketing and prospecting opportunities
• Create new accounts by adding the plans into Salesforce
• Enter Fee details, upload imaged copy of Services Agreements
• Request Plan Documents and updates plan details in Salesforce
• Track prospects/sales presentation data in Salesforce

Financial Coaching:

• Provide personalized guidance, education, and advice to help individuals understand and manage their finances effectively. This includes budgeting, saving, investing, and debt management.
• Help participants set and prioritize financial goals, create actionable plans to achieve them, and monitor progress over time.
• Assist in developing strategies for retirement planning, wealth accumulation, and financial security.
• Work with participants to address and modify their financial behaviors and attitudes, helping them make informed decisions and develop healthy financial habits.

On-going servicing of existing MMA clients:

• Apply broad industry knowledge in order to service existing clients
• Manage ongoing service needs of multiple clients
• Prepare and deliver regular service reports to MMA clients
• Work with internal and external partners to develop a targeted participant communication campaign designed to drive participant engagement

Provide participant education and financial wellness initiatives:

• Develop, catalog and maintain a comprehensive library of participant education and financial wellness presentations to be utilized by MMA’s retirement educators
• Assist with MMA’s participant focused webinar series
• Assist retirement plan consultants with the development of participation education campaigns for MMA Retirement Services Clients

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• A bachelor’s degree and strong technical expertise in retirement plan design/administration including strong 403(b), 401(k), and pension knowledge
• Excellent communication skills, including advanced writing and presentation skills
• Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability
• CEBS or AIF® Certification highly desired
• 4FINRA Series 6 or 7 and 63, 65 or 66 licensures highly desired
• Ability to speak both English and Spanish fluently desired

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: or flip through our recruiting brochure:

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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.