Financial Planning & Investment Advisor

Marsh McLennan Agency; Columbia (MD); Hybrid; USD 90,000 - 167,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Tribridge Partners, a Marsh & McLennan Agency, LLC Company, seeks a Financial Planning & Investment Advisor to build lasting client relationships and lead planning discussions across retirement, education, estate planning, and wealth management.

You will present tailored recommendations, manage portfolios, monitor accounts, and adjust strategies as priorities and market conditions change, while collaborating with specialists in a hybrid North America–wide office network.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field preferred.
• Series 7, Series 66/65 securities licenses or ability to obtain them.
• CFP certification preferred or willingness to pursue.
• Experience in financial planning, investment advisory, wealth management, or related financial services.
• Excellent communication, relationship-building, and presentation skills.
• Strong analytical, organizational, and problem-solving abilities.
• Ability to work independently while collaborating with a team.

Responsibilities

• Build lasting client relationships with trust through consistent follow-through and guidance.
• Lead financial planning discussions, assess goals and risk tolerance, and develop actionable plans.
• Present tailored recommendations, manage portfolios, monitor accounts, and adjust strategies as needed.
• Maintain accurate records and stay updated on industry trends.
• Drive practice growth through business development and networking focused on client relationships.
• Collaborate with internal and external specialists to ensure coordinated support.

Skills

Bachelor's degree in Finance

FINRA Series 7

Series 66/65

CFP certification

Investment planning

Excellent communication

Analytical problem-solving

Independent with team

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

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

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).

A day in the life.

As our Financial Planning & Investment Advisor, you will build lasting client relationships, earning trust through consistent follow-through and clear guidance. You’ll lead financial planning discussions, assess goals and risk tolerance, and develop actionable plans. You will present tailored recommendations in an accessible way, manage portfolios, monitor accounts, and adjust strategies as needed to align with changing priorities and market conditions. Your advice covers retirement, education savings, estate planning, insurance, tax-efficient investing, and wealth preservation. Regular portfolio reviews keep clients informed. You’ll identify opportunities to deepen relationships through additional services and collaborate with internal and external specialists to ensure coordinated support. Maintaining accurate records and staying updated on industry trends is required. You'll also drive practice growth through business development and networking focused on genuine client relationships.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• 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.

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable Benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well‑being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

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Who You Are Is Who We Are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client‑focused teams.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail].

The applicable base salary range for this role is $89,500 to $166,900.

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.