Financial Planning & Investment Advisor

Marsh McLennan•Columbia, SC

1d•Hybrid

About The Position

Tribridge Partners, a Marsh & McLennan Agency, LLC Company. Financial Planning & Investment Advisor Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Financial Planning & Investment Advisor at Tribridge Partners, a Marsh & McLennan Agency, LLC Company. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, private client insurance and wealth management solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

Requirements

Bachelor's degree in Finance, Business, Economics, or a related field preferred.
Appropriate securities and insurance licenses (such as FINRA Series 7, Series 66/65), or the ability to obtain them.
CFP® certification preferred or willingness to pursue.
Experience in financial planning, investment advisory, wealth management, or related financial services.
Strong understanding of investment products, retirement planning, and financial planning concepts.
Excellent communication, relationship-building, and presentation skills.
Strong analytical, organizational, and problem-solving abilities.
Ability to work independently while collaborating effectively with a team.

Responsibilities

Build lasting client relationships, earning trust through consistent follow-through and clear guidance.
Lead financial planning discussions, assess goals and risk tolerance, and develop actionable plans.
Present tailored recommendations in an accessible way, manage portfolios, monitor accounts, and adjust strategies as needed to align with changing priorities and market conditions.
Provide advice covering retirement, education savings, estate planning, insurance, tax-efficient investing, and wealth preservation.
Conduct regular portfolio reviews to keep clients informed.
Identify opportunities to deepen relationships through additional services.
Collaborate with internal and external specialists to ensure coordinated support.
Maintain accurate records and stay updated on industry trends.
Drive practice growth through business development and networking focused on genuine client relationships.