FAQs About Careers at Segal Marco Advisors
Get answers to common questions about applying for a job at Segal Marco Advisors and what it’s like to work here.
Get answers to common questions about applying for a job at Segal Marco Advisors and what it’s like to work here.
If your qualifications align closely with what we've described, we encourage you to apply. Your unique background and skills matter because at Segal Marco Advisors, we believe that different experiences and perspectives drive innovation and excellence. We’re committed to creating a fair and transparent hiring process and all hiring decisions will be merit driven. If you require accommodation during the interview, please let us know.
Thank you for considering Segal Marco Advisors. We're excited to learn more about you!
We list all open positions on our jobs board.
Absolutely. We value the diverse perspectives and skill sets that individuals with law degrees bring to our organization.
The requirements differ by role. Our brokers hold state resident and non-resident licenses (Property and Casualty, Agent and/or Life and Health insurance). Some members of the insurance brokerage practice have these professional credentials: Certified Insurance Service Representative (CISR), Chartered Property Casualty Underwriter (CPCU) and/or Registered Professional Liability Underwriter (RPLU). If you are new to the industry, you can earn licenses and professional credentials while you work for us.
Yes!
Yes.
What happens after I submit my application?
Someone from the HR team will review your application and, if your skills and qualifications closely match the job opening, will reach out to schedule a pre-screening conversation.
Yes. We understand that because life happens, people sometimes need to take a break from work for personal reasons.
Yes. We’re open to all backgrounds. We value relevant work experience.
Yes.
Yes, if Segal attends.
No. We do not contact job candidates via LinkedIn to schedule interviews. To be sure that a job opening at Segal Marco Advisors is genuine, please refer to the up-to-date list of all open positions on our jobs board.
No. We care about the security of jobseekers’ personal information. That’s why we never ask applicants to provide Social Security numbers.
Yes, you should be concerned and should not respond. We never require candidates to pay a fee to apply for a job. Any social media posts or text messages about job openings that use our company’s name and request personal information and/or a fee are fraudulent.
No. Because we value a personal approach to job interviews, we do not conduct them via chat, text messages or job boards.
Yes! Learn about our internship program.
Yes.
Yes. We encourage all candidates to continue exploring opportunities with Segal Marco Advisors, even if they are not selected for an internship. Our hiring decisions are based on a variety of factors, and not being chosen for one role does not affect your eligibility for future positions. We welcome applicants to apply for full-time roles that align with their skills and career goals.
If we have a relevant job opening, we may offer a full-time job to an intern who has performed well during the internship. In fact, many of our colleagues — at all levels of the organization — first joined us as interns.
Application submission: Candidates apply either through Segal Marco Advisors’ official job listings or by submitting an open application if no current role fits.
Acknowledgment: Upon receiving an application, Segal sends email confirmation.
Interview process: If selected, candidates participate in interviews with HR, the hiring manager and relevant team members. The number and type of interviews vary depending on the scope of the role.
Security and privacy: Segal Marco Advisors emphasizes protecting applicant data — no Social Security numbers or fees are ever requested.
Communication: Interviews are conducted via Microsoft Teams and/or in person.
We do both.
The responsibilities of the position determine the number of interviews.
Our hiring process is grounded in merit. We are committed to evaluating each candidate based on their qualifications, experiences, and potential to contribute meaningfully to our team. To ensure fairness and objectivity, we use structured interviews, consistent evaluation criteria and trained interviewers who focus on job-relevant competencies. Our goal is to create an experience where every candidate has a fair opportunity to succeed based on their abilities and achievements.
Please inform your HR contact scheduling the interview.
If a candidate’s interviews are successful and they receive and accept an offer of employment, we conduct a background check in accordance with industry standards.
Our mission is to provide trusted advice that improves lives.
Our values are respect, objectivity, quality, learning, cooperation and opportunity.
These values shape our relationships, with each other and our clients.
Learn about how we live our values. [We’ll link to a new webpage.]
Segal Marco Advisors has a robust onboarding program that provides a roadmap for your first 90 days and beyond. You will be exposed to a variety of training topics based on your area of expertise.
Your experience managing investments for a client may allow you to leverage your knowledge and skills into a role with us. We encourage you to explore our job openings and, if you believe there is a match between your skills and the requirements of the role, apply using that portal.
We’re passionate about helping our employees grow. Whether you're exploring a new area of expertise or seeking a fresh challenge, we encourage open conversations with your manager and hiring team. Many of our colleagues have changed career paths within Segal Marco Advisors.
Like new hires in any role, you can expect a lot of training and guidance when you start in a client-facing role. Your leaders, manager and colleagues will work closely with you to get you up to speed on expectations and the client work you’ll be doing. You’ll meet clients directly — virtually and in person — depending on needs and the cadence of client work. We are proud of how we build longstanding and close relationships with our clients. Your work will contribute to the overall success of client relationships.
There is no typical client team at Segal Marco Advisors because we staff each client team based on the client’s unique needs. Our approach to consulting is holistic, which means a client team may draw of the expertise of multiple colleagues so we can deliver custom solutions to the client. You’ll benefit from hands-on experience and have the opportunity to learn from your peers and project leaders.
Absolutely! We recognize that referrals from colleagues are one of the best ways to find top talent.
If we hire someone you recommend, we’ll likely thank you for making the introduction with a cash award. (Depending on seniority and role, some colleagues do not qualify for the cash award.)
Joining us as a new hire is like stepping into a space that genuinely values what you bring to the table. Your experience and expertise aren’t just welcomed — they’re expected to shape how you contribute and grow.
We pride ourselves on being a learning organization that offers a wealth of opportunities for continuous training and development, from formal training programs to informal forums for learning from one another.
We prioritize continuous learning because we recognize that staying current with changes in technology, laws and regulations, vendor products and industries is essential to advising our clients and to sparking innovation.
Throughout the year, our subject matter experts conduct numerous training courses across the organization. We require all colleagues to take annual companywide training, including topics like cybersecurity awareness and best practices. We offer training in business skills and on our technology.
Formal programs include an extremely popular Mentorship Program, an employee-run group for future leaders called NEXT and a Management Development Program.
Is there any training or professional development specifically for the investment advisory business?
Yes. Segal Marco Advisors has a professional development program called Knowledge Empowers You (KEY) program. KEY features a mix of internal and external subject matter experts covering topics on our services, the industry and topical matters related to investments.
We have a tool called Career Navigator that helps everyone determine what skills to master and what competencies to demonstrate so they can move to the next level in their careers. We also have a resource that recommends self-directed training based on an individual’s level within the organization and their career goals.
Yes! Employees are encouraged to pursue their passion and at times that includes changing career focus and moving from one business unit to another.
How do you advance at Segal Marco Advisors?
We’re committed to fostering growth through a structured performance management process. We equip and empower both managers and employees with practical career development tools to help them thrive and navigate their professional journey with confidence.
As a learning organization, we offer opportunities for continuous training and development. In addition to formal training and continuing education credit programs, our Career Navigator tool identifies the skills required at every level and Growing Your Career provides the roadmap of training to acquire those skills. Career Conversations take place across teams and roles and supplement the annual development planning and goal-setting process.
Contact us at https://www.segalmarco.com/careerscontact. [We’ll create a new form that will be directed to marketing for forwarding to HR.]
Upload your resume here: https://www.segalmarco.com/resume-upload
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