Financial Planning & Investment Advisor

Marsh McLennan•Columbia, SC

3d•$89,500 - $166,900•Hybrid

About The Position

Tribridge Partners, a Marsh & McLennan Agency, LLC Company, is seeking a Financial Planning & Investment Advisor. This role involves building lasting client relationships, leading financial planning discussions, assessing goals and risk tolerance, and developing actionable plans. The advisor will present tailored recommendations, manage portfolios, monitor accounts, and adjust strategies as needed. Key areas of advice include retirement, education savings, estate planning, insurance, tax-efficient investing, and wealth preservation. The role also requires regular portfolio reviews, identifying opportunities to deepen relationships, collaborating with specialists, maintaining accurate records, staying updated on industry trends, and driving practice growth through business development and networking.

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.
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.

Nice To Haves

CFP® certification preferred or willingness to pursue.

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 and monitor accounts.
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.