Wealth Management Associate Advisor

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

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Discount programs

PeopleFirst culture

Job summary

NFP, an Aon company, seeks an Associate Advisor to support the Wealth Management team in delivering exceptional client service. You will work with Advisors to address asset management and financial planning needs, gather data, design strategies, and help with portfolio execution.

Ideal candidates have a four-year degree and 5+ years in financial services, with Series 7/66 and CFP pursuit or completion. This is a full-time on-site role in Ohio.

Qualifications

• Four-year College Degree required.
• Series 7 & 66 required; CFP pursued or completed.
• Progress toward CFP or related financial planning credentials is valued.

Responsibilities

• Support Advisors in financial planning and portfolio management.
• Create/update financial plans and investment proposals.
• Prepare client materials and coordinate with internal teams.
• Attend client meetings, take notes, and manage follow-up.
• Respond to client inquiries about strategies and accounts.
• Process new client accounts and cash transactions.
• Monitor and rebalance client portfolios to target allocations.
• Maintain client records in CRM with accurate documentation.
• Schedule client meetings and track account openings.

Skills

Interpersonal skills

Client relationship

Project management

Communication

Time management

CRM systems

Financial planning software

Education

Four-year College Degree

CFP enrollment or pursuit

5 years Financial Service Experience Preferred

Tools

CRM systems

Portfolio management tools

eMoney

Nitrogen

Holistiplan

Job description

NFP, an Aon company, seeks an Associate Advisor to support the Wealth Management team in delivering exceptional client service. You will work with Advisors to address asset management and financial planning needs, gather data, design strategies, and help with portfolio execution.

Ideal candidates have a four-year degree and 5+ years in financial services, with Series 7/66 and CFP pursuit or completion. This is a full-time on-site role in Ohio.