Associate Advisor - Wealth Mgmt (In Office)

AON PLC; North Royalton (OH); On-site; USD 70,000 - 90,000; Full time

Job summary

NFP, an Aon company, seeks an Associate Advisor to support the Wealth Management team in delivering exceptional service to existing and prospective clients. You will gather and analyze data, design financial strategies, develop plans, and assist with portfolio implementation.

Key responsibilities include preparing proposals, coordinating with internal teams, attending meetings, and ensuring accurate documentation. Growth through professional development and industry certifications is encouraged.

Qualifications

• Four-year college degree required or equivalent.
• 5 years of financial services experience preferred.
• Series 7 & 66 required.
• Completed or Pursuing CFP.
• Completed or Pursuing Life, Accident, Health Insurance License.

Responsibilities

• Support Advisors in financial planning and portfolio management.
• Create and update financial plans and investment proposals.
• Prepare client meeting materials and coordinate with internal teams.
• Attend client meetings and manage follow-up activities.
• Initiate and respond to client inquiries regarding strategies, accounts, and portfolios.
• Monitor and rebalance client portfolios to maintain target allocations.
• Maintain and update client records in CRM systems.
• Schedule and assist in preparation of client meetings.
• Track and report on account opening and asset transfer progress.

Skills

Strong interpersonal skills

Team collaboration

Project management

Attention to detail

Communication skills

Analytical thinking

Proficiency in Microsoft Office

CRM experience

Education

Four-year College Degree

Tools

CRM systems

eMoney

Holistiplan

Nitrogen

Job description

Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: The Associate Advisor is a proactive and detail-oriented professional who supports the Wealth Management team in delivering exceptional service to both existing and prospective clients. This role works closely with Advisors to address clients’ asset management and financial planning needs. Key responsibilities include gathering and analyzing data, designing financial strategies, developing and applying financial plans, and assisting with portfolio implementation. The Associate Advisor plays a critical role in enhancing the client experience and ensuring the seamless execution of financial solutions.

Essential Duties and Responsibilities:

• Support Advisors in all aspects of financial planning and portfolio management.
• Create and update financial plans and investment proposals for clients and prospects.
• Prepare materials for client meetings and ensure thorough coordination with internal teams.
• Attend client meetings, take detailed notes, and manage all follow-up activities.
• Initiate and respond to client inquiries regarding strategies, accounts, and portfolios.
• Process new client accounts, distributions, and other financial transactions.
• Monitor and rebalance client portfolios to maintain target allocations.
• Liaise with clients’ attorneys, accountants, and other professionals as needed.
• Maintain and update client records in CRM systems; ensure accurate documentation.
• Schedule and assist in the preparation of annual and ad-hoc client meetings.
• Track and report on account opening and asset transfer progress.
• Run and review account maintenance reports on a regular basis.
• Ensure timely execution of Required Minimum Distributions (RMDs).
• Collaborate with Wealth Managers and Client Service team members to deliver exceptional service to all individuals.
• Assist with client data consolidation and administrative tasks.
• Participate in special projects and problem-solving initiatives, as needed.
• Engage in ongoing professional development, including industry meetings and certification programs.

Knowledge, Skills and/or Abilities:

• Strong interpersonal and communication skills, with the ability to build rapport with both clients and internal team members.
• Ability to work independently while also thriving in a collaborative, team-oriented environment.
• Proactive in anticipating client and team needs and delivering timely, thoughtful solutions.
• Demonstrated project management and consulting capabilities, with attention to detail and follow-through.
• Commitment to accuracy and high-quality work, even under tight deadlines.
• Excellent time management, organizational, and decision-making skills.
• Clear and effective written and verbal communication abilities.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); experience with CRM systems, portfolio management tools, or financial planning software is a plus (eMoney, Nitrogen, Holistiplan.
• Foundational understanding of investment principles, financial planning concepts, and wealth management practices.

Education and/or Experience:

• Four-year College Degree
• 5 years of Financial Service Experience Preferred

Certificates, Licenses, Registration:

• Series 7 & 66 required
• Completed or Pursuing CFP
• Completed or Pursuing Life, Accident, Health Insurance License

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000-$90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.