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Marsh

Wealth Advisor

San Diego - Towne Centre

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hirly's read of this role

Seniority
Mid level
Stated salary
$67,500 – $125,800 per year
Country
US
Work mode
On-site / unstated
First seen by hirly
8 Nov 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

Company:

Description:

Wealth Advisor

Under the guidance of the President of Retirement & Wealth , this position is responsible for developing new accounts and retention of existing business.

Essential Duties & Responsibilities

· Responsible for development of new business as agreed upon.

· Develop strong client / business relationships with the senior management of the client.

· Coordinate and execute servicing of the client within the scope of the services available within the Department.

· ·Must support the maintenance of our Agency Management System.

· Attend Departmental and Sales meetings as required.

· All other duties as assigned.

#LI-DNI

The applicable base salary range for this role is $67,500 to $125,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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.

Original posting on Marsh's site ↗

Listed on hirly, a job board. hirly is not the employer: Marsh is hiring for this role.

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