Wealth Management Associate Advisor

Work180; 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

Job summary

NFP is seeking an Associate Advisor to support the Wealth Management team by gathering and analyzing data, designing financial strategies, and assisting with portfolio implementation to deliver exceptional client service.

You will work closely with Advisors, prepare materials for client meetings, maintain CRM records, and coordinate with attorneys and accountants as needed. The base salary range is $70,000-$90,000, with eligibility for incentives and a robust benefits package.

Qualifications

• Four-year College Degree
• 5 years of Financial Service Experience Preferred
• Series 7 & 66 required
• Completed or Pursuing CFP
• Completed or Pursuing Life, Accident, Health Insurance License

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.

Job description

NFP is seeking an Associate Advisor to support the Wealth Management team by gathering and analyzing data, designing financial strategies, and assisting with portfolio implementation to deliver exceptional client service.

You will work closely with Advisors, prepare materials for client meetings, maintain CRM records, and coordinate with attorneys and accountants as needed. The base salary range is $70,000-$90,000, with eligibility for incentives and a robust benefits package.