104 applicants

Company

Marsh McLennan Agency · 11 hours ago

Financial Wellness Coach - Part-time and Remote

Boston, MA

Full-time, Part-time

Remote

Mid, Senior Level

$35/hr - $50/hr

5+ years exp

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Employee BenefitsHealth Care

Growth Opportunities

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Responsibilities

Support MMA Retirement Services clients by delivering helpful and effective education and advice to their retirement plan participants

Work with producers and consultants to help them improve client interactions and engagements

Participate in national MMA Retirement Services initiatives

Work with colleagues from other lines of business to collaborate on companywide initiatives

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Certified Financial Planner (CFP)Securities 65Financial planning experience5+ years industry experienceProficient Excel skillsProject management

Required

5+ years of industry experience

A college degree

Proficient to advanced Excel skills; ability to utilize arithmetic formulas, upload spreadsheets, and import/export data

Strong critical thinking skills

Ability to effectively prioritize tasks and manage projects amidst competing deadlines

Excellent organizational skills with a strong attention to detail

Shared commitment to company values; Integrity, Collaboration Passion, Innovation, Accountability

Preferred

Certified Financial Planner (CFP) license a plus

Securities 65 or 66 license or profession certification

Financial or retirement planning or educational experience

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and student loan paydown contributions

Remote work

Charitable contribution match programs

Stock purchase opportunities

Health and welfare benefits

Tuition assistance

401K savings and other wellbeing programs

Employee assistance programs

Company

Marsh McLennan Agency

Glassdoor

4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees