Executive Retirement Advisor

7 days ago


Dallas, Texas, United States Marsh & McLennan Companies Full time
About the Role

We are seeking an experienced Executive Retirement Advisor to join our team. As a key member of our team, you will be responsible for providing strategic guidance on retirement plan design and administration, and managing client relationships.

Estimated Salary: $130,000 - $160,000 per yearKey Responsibilities

Key Responsibilities:

  • Become well-versed in all of Marsh McLennan Agency's practices in order to articulate our services and value proposition to existing and prospective clients
  • Conduct Plan reviews and fiduciary responsibility meetings with respective clients' senior leadership teams
Requirements

Qualifications:

  • Strong industry knowledge regarding service providers, plan design, industry trends, etc.
  • Proficiency in Microsoft Office Suite
Benefits

We offer a competitive salary, comprehensive benefits package, and opportunities for career growth and development. Our benefits include health insurance, 401(k) matching, tuition assistance, and more.



  • Dallas, Texas, United States Sentry Insurance Full time

    Welcome to Sentry Insurance, where we empower top performers to excel in their careers. As a Retirement Plan Sales Executive, you will be responsible for driving growth and expansion of our 401(k) sales business outside of our core focus markets.We are seeking an experienced professional with a proven track record of success in B2B sales, particularly in the...


  • Dallas, Texas, United States New York Life DFW Full time

    Job Title: Entry-Level Financial Advisor About the Role We are seeking a motivated and detail-oriented individual to join our team as an Entry-Level Financial Advisor. This role is ideal for those interested in developing their expertise in finance and providing expert advice to clients on investments, retirement planning, taxes, insurance, and other...


  • Dallas, Texas, United States Apricot Solar Full time

    Apricot Solar is expanding its operations across the U.S. and is currently seeking a Green Technology Advisor to join our team. As a key member of our sales team, you will be responsible for demonstrating and promoting our solar products and services to prospective customers. You will also be expected to develop and foster relationships with prospects, close...


  • Dallas, Texas, United States Freeman Auto Group Full time

    Job Title: Service AdvisorWe are seeking a highly skilled Service Advisor to join our team at Freeman Honda.Estimated Salary: $45,000 - $60,000 per year.About the RoleThis is an exciting opportunity for a customer-focused individual to provide exceptional service and support to our customers. As a Service Advisor, you will be responsible for greeting guests...


  • Dallas, Texas, United States Shared Services Marketing Full time

    At Shared Services Marketing, we are seeking a highly experienced Senior Counsel to join our legal team. This is an exciting opportunity for a proactive and intelligent attorney who wants to grow in their career and take on different responsibilities.About the RoleThe Senior Counsel will play a key role in facilitating complex internal reorganizations,...


  • Dallas, Texas, United States Fidelity TalentSource LLC Full time

    Transform Your Career with FidelityFidelity Investments, a leading financial services company, is seeking an Expert Financial Advisor to join our team. This exciting opportunity offers a chance to build a meaningful career in financial planning and advice.About the Role:This position involves working with clients to understand their financial goals and...


  • Dallas, Texas, United States Colvin Resources Group Full time

    This is an exciting opportunity for a highly motivated and organized individual to join our team as an Executive Secretary to our Managing Partners. As a trusted advisor, you will be responsible for providing expert administrative support to our senior executives, ensuring seamless day-to-day operations.Responsibilities:Maintain a highly organized and...


  • Dallas, Texas, United States GoTab Inc Full time

    Grow Your Career with GoTab Inc.As an Account Executive Lead, you will play a key role in driving our growth by acquiring multi-unit or high-growth concepts in your assigned territory and nurturing these accounts into the full suite of GoTab products. With a focus on larger "Enterprise Accounts" (large/multiple locations or high-growth concepts), you will...


  • Dallas, Texas, United States Neiman Marcus Group Careers Full time

    About Neiman Marcus Group: We are one of the largest multi-brand luxury retailers in the U.S., delivering exceptional products and intelligent services enabled by our investments in data and technology.The Opportunity: As a Client Advisor, you will have the opportunity to work with our clients to understand their style and preferences, and provide...


  • Dallas, Texas, United States Hillwood Full time

    Job Title: Executive Support SpecialistEstimated Salary: $65,000 - $85,000 per yearAbout HillwoodHillwood is a premier real estate investment and development company founded on a culture of integrity, respect, excellence, and teamwork. The company is a full-service real estate developer, investor, and advisor focused on developing opportunities for...


  • Dallas, Texas, United States ADP - Automatic Data Processing, Inc Full time

    Unlock New Business OpportunitiesYou will drive strategic Human Capital Management initiatives within companies containing 50-999 employees to secure new business for ADP.You will independently manage full sales cycles, sell our entire suite of solutions (40+ products and services) to C-level executives, and accurately forecast and pipeline sales.Key...


  • Dallas, Texas, United States Fidelity TalentSource LLC Full time

    We are seeking a motivated and enthusiastic Senior Investment Planning Advisor to join our team at Fidelity Investments. As a key member of our Investor Center, you will play a critical role in helping clients achieve their financial goals by providing personalized investment solutions and retirement plans.In this role, you will work closely with clients to...

  • Executive Tax Lead

    3 weeks ago


    Dallas, Texas, United States Andersen Tax Full time

    Unlock Boundless Horizons with Andersen\rWe are a trailblazing force in the global professional services landscape, offering a career that is more than just a job – it’s a thrilling expedition into Tax, Valuation, and Business Advisory.\rAs an Executive Tax Lead at Andersen, you will embark on a journey that transcends the ordinary, working with...


  • Dallas, Texas, United States Nokia Full time

    The Chief Operating Officer (COO) is a strategic leader who will oversee daily operations and financial management of the business. This role requires a strong background in both operational and financial management, capable of integrating these functions to support and drive company growth and success.Key Responsibilities:Operations Management:Develop and...


  • Dallas, Texas, United States Tolleson Wealth Management Full time

    Job Title: Wealth Management AdvisorAbout Us:Tolleson Wealth Management is a reputable firm dedicated to providing exceptional wealth management services. We are seeking an experienced wealth management professional to join our team.Job Description:The primary role of this position is to serve as a project manager for client engagements, overseeing the...


  • Dallas, Texas, United States Proficio Full time

    Job SummaryWe are seeking an experienced sales professional to fill the role of Senior Regional Sales Manager in our Dallas Fort Worth Metro Area office. This is an excellent opportunity for someone who is passionate about sales and eager to take their career to the next level. As a Senior Regional Sales Manager, you will be responsible for driving new...


  • Dallas, Texas, United States Keller Executive Search Full time

    Financial Leadership OpportunityWe are seeking a seasoned Senior Financial Strategist to join our executive team at Keller Executive Search. This exciting opportunity is for a highly skilled and experienced professional to drive the financial direction of a leading multinational grocery chain.About the Role:Develop and implement strategic financial plans to...


  • Dallas, Texas, United States Vantage Point Full time

    Job DescriptionVantage Point is a leading consulting firm seeking a qualified Salesforce Account Executive to join their 100% remote team. The successful candidate will serve as the point person and trusted advisor to prospective clients while gaining a full understanding of their business needs and company challenges. This role encompasses all sales...


  • Dallas, Texas, United States Criterion Executive Search Full time

    About the RoleCriterion Executive Search is partnering with a prominent wholesaler in Texas and surrounding areas to recruit a highly skilled Commercial Insurance Underwriter. As a key member of their team, you'll play a vital role in evaluating risks, developing innovative solutions, and driving business growth. If you're a seasoned underwriter looking for...


  • Dallas, Texas, United States Allied Stone Inc Full time

    Outside Account Executive Job DescriptionWe are seeking an experienced Outside Account Executive to join our team at Allied Stone Inc. The ideal candidate will have a proven track record of success in outside sales, preferably in the cabinetry manufacturing or related industry. This individual will be responsible for identifying new business opportunities,...