Financial Planning & Investment Advisor

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 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).

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.

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.

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.

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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…