Aspiring Wealth Advisor - Hybrid Role

NFP, an Aon company; North Royalton (OH); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Discount programs

Job summary

NFP, an Aon company, is seeking an Associate Advisor to work closely with a Wealth Advisor, delivering personalized financial planning and investment solutions. This role offers hands-on experience in wealth management and a clear growth path within a respected industry leader.

The Associate Advisor will gain mentorship, attend client meetings, and contribute to client success while developing expertise in advisory services and account management.

Qualifications

• Four-year college degree required.
• 2–3 years of financial services experience preferred.
• Series 7 & 66 required.
• Pursuing CFP credential or certification preferred.

Responsibilities

• Partner with Wealth Advisors to provide financial planning and investment solutions.
• Refine financial plans, investment proposals, and wealth strategies for clients.
• Participate in client meetings and follow-up actions to support client success.
• Build client relationships and respond to inquiries with timely, thoughtful support.
• Assist onboarding of new clients and processing financial transactions.

Skills

Financial planning

CRM platforms

Portfolio tools

Microsoft Office

Communication

Problem solving

Attention to detail

Education

Four-year College Degree

Tools

eMoney

Nitrogen

Holistiplan

Job description

NFP, an Aon company, is seeking an Associate Advisor to work closely with a Wealth Advisor, delivering personalized financial planning and investment solutions. This role offers hands-on experience in wealth management and a clear growth path within a respected industry leader.

The Associate Advisor will gain mentorship, attend client meetings, and contribute to client success while developing expertise in advisory services and account management.