Financial Planning & Investment Advisor

Company

Marsh

Where

Columbia - Columbia

Arrangement

Hybrid

Level

Mid

Pay stated

$90k–$167k a year

First seen

November 12, 2026

Listed via

Workday

What the posting says

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…

Read more and apply on Marsh's site

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