Client Financial Analyst

We are looking for a Client Financial Analyst/Paraplanner to join our Gallagher Benefit Services Financial Planning team!

This role:

• Performs financial analysis on behalf of clients, and provide consultation to clients around analytical findings.
• Typically supports other Account Managers, Account Executives, Producers and acts under their direction.
• Has direct customer contact.
• Works on projects, analyses, and/or assignments.
• Works independently on more routine/less complex assignments, and under the direction of a manager or Account Manager/Account Executive/Producer on more complex assignments.
• Responsible for conducting and documenting routine to moderate financial analysis projects for clients.

Required:

• Bachelor's degree and 2 years related experience required.
• Strong PC and Microsoft application skills, including Word and Excel.

Preferred:

• 2 years experience in investing or financial planning. 
• Experience using eMoney or other financial planning software.
• Series 7 and 66 licenses preferred. 

Behaviors:

• Excellent spoken and written communication skills.

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being 
• Career development opportunities and ongoing learning 
• A collaborative, people-first culture with accessible leadership 
• The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)