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Marsh McLennan

Retirement Plan Advisor – Retirement & Wealth

Marsh McLennan

. Drive business growth by developing and managing relationships with business clients .

Posted 11/3/2026full-timeWest Des Moines • Iowa • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in retirement planning products and services while effectively managing client relationships to drive business growth. Proficient in educating clients through various formats and presenting customized strategies tailored to their needs.

Highest-signal resume keywords
Securities Licenses (Series 65 or Series 7 and 66)Retirement Planning Products KnowledgeCustomer Service SkillsRelationship-Building SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Retirement Plan ReviewsClient ProspectingCustomized Strategy Presentation
Soft Skills
Strong Customer ServiceAbility to Work IndependentlyCollaborative Teamwork
Certifications & Qualifications
Securities Licenses (Series 65 or Series 7 and 66)
Industry Keywords
Retirement Plan SolutionsClient-Centered EnvironmentClient EducationBusiness Growth

About the role

Key responsibilities & impact
  • Drive business growth by developing and managing relationships with business clients
  • Provide expert guidance on qualified retirement plan solutions
  • Prospect for new clients
  • Maintain and service existing accounts
  • Conduct retirement plan reviews
  • Present customized strategies
  • Educate clients through meetings, seminars, and workshops
  • Collaborate in a client-centered environment

Requirements

What you’ll need
  • Securities licenses (Series 65 or Series 7 and 66)
  • Knowledge of retirement planning products and services
  • Strong customer service, relationship-building, and communication skills
  • Ability to work independently and collaboratively in a team environment
  • Valid driver’s license and willingness to travel locally to meet with clients

Benefits

Comp & perks
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities