Gallagher · 7 hours ago
Senior Financial Advisor
Rolling Meadows, IL
Full-time
Hybrid
Senior Level
$66K/yr - $130K/yr
5+ years expGallagher is a trusted partner helping organizations with their people decisions, and they are seeking a Senior Financial Advisor to build and maintain wealth management relationships. This role involves cultivating client relationships, providing advisory services, and maximizing client experiences through operational and compliance support.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
Cultivate and manage client relationships, and provide advisory services and solutions to meet the individual clients’ needs and investment objectives
Prospecting for new business opportunities
Maintain regular contact with clients to ensure needs are being met, and they are being provided an exceptional client experience
Participate in ongoing training with the organizations’ field experts to gain industry knowledge and expertise
Hold review meetings with existing clients at least annually to ensure current portfolio is in line with their investment profile and objectives as it relates to time horizon, goals, and risk tolerance
Prepare custodial (Fidelity and Charles Schwab) paperwork for new accounts and ongoing account servicing with training and assistance from Gallagher's operations team
Keep and maintain a compliance mentality and behavior
Present Financial Wellness Seminars to firm participants as part of their benefits package. Training and support will be provided by experienced industry leaders to prepare you to present various subject matters
Build and maintain rapport with internal partners to maximize support of your clients and career growth
Qualification
Required
Bachelor's degree and 5-10 years related experience
Appropriate licenture Series 7, 65, and 66
Willing to work on a hybrid model in a Gallagher office within the US
Benefits
Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program
And more...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
2025-12-04
2025-11-19
Company data provided by crunchbase