Senior Private Client Advisor (Remote - East Coast)
Marsh McLennan
Remote · Charlotte, NC · Posted August 4, 2026
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Where Charlotte, NC ranks
Where Charlotte, NC placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #2Best cities for manufacturing and industrial jobs645 openings · of 100
- #2Cities with the most jobs that do not need a four-year degree in the Southeast298 jobs · of 72
- #3Best cities for software and engineering jobs in the Southeast654 openings · of 65
- #5Best cities for financial services jobs726 openings · of 90
- #6Cities hosting the most business conferences in the Southeast13 conferences · of 21
- #8Best cities for healthcare pay after cost of living$143k · of 24
How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
We are looking for a Senior Private Client Advisor to join our team at MMA. In this role, you will dive deep into client exposures and loss experiences, recommending tailored insurance solutions that fit their needs perfectly. Your success will be measured by client retention and business growth through referrals.