Financial Wellness Consultant
Posted today
oliver wymanPhoenix (AZ)
Personal Financial AdvisorsOther Management Consulting Services
SENIORITY
Senior
SALARY
$63,200 to $117,900
About the role
Financial Wellness ConsultantMarsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.The Financial Wellness Consultant is responsible for cultivating and managing executive-level relationships with employer clients and key stakeholders, serving as the primary point of contact for Prosper Wise financial wellness services.This role provides consultative guidance, leads ongoing client governance, and drives successful program execution, engagement, and outcomes through coordinated delivery with internal partners.Essential Duties And Responsibilities Include, But Are Not Limited, To The Following:Client Relationship ManagementConsultative Services / Financial Wellness StrategyProgram Management & Service Delivery OversightInsights, Reporting, And Continuous ImprovementCollaboration And Thought LeadershipRequired Education And Experience:Bachelor's degree preferred (or equivalent relevant experience).Requires four years of experience in relationship management and/or consulting capacity (financial wellness, retirement/benefits, financial services, or closely related field preferred).Demonstrated experience managing complex clients and engaging senior/executive stakeholders.Appropriate securities licenses required: FINRA Series 65/66.Knowledge, Skills And AbilitiesStrong organizational, account planning, and client management skills with high attention to detail.Consultative mindset with the ability to translate "big picture" goals into executable plans and priorities.Strong analytical, problem-solving, and decision-making skills; sound judgment and comfort making difficult decisions.Excellent interpersonal, verbal, and written communication skills; confident presenting to senior audiences.Ability to work independently and collaboratively in a fast-paced environment; prioritize effectively and meet deadlines.Ability to handle sensitive and confidential information with discretion.Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); comfort learning internal systems and workflows. Salesforce knowledge preferred.Physical Demands And Work EnvironmentThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is: Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms; Occasionally required to stand and walk; Extensive use of computer and keyboard and viewing of computer screen is required; Specific vision abilities required by this job include vision, and ability to adjust focus.Other working conditions are normal for an office environment.Work LocationWork is typically performed either remotely or at various customer/MMA locations as required.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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.Marsh McLennan 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, 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 by contacting reasonableaccommodations@mmc.comMarsh McLennan and it affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.Applications will be accepted until: September 25, 2026The applicable base salary range for this role is $63,200 to $117,900.
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