Wealth Planning Associate Advisor

Aon plc; North Royalton (OH); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP is seeking an Associate Advisor to support the Wealth Management team in delivering client-focused financial planning and asset management services.

You will collect data, design financial plans, assist with portfolio implementation, and coordinate with Advisors, attorneys, accountants, and client service staff to ensure top-tier service.

Qualifications

• Four-year college degree required.
• 5 years of financial service experience preferred.
• Series 7 & 66 required; CFP pursuit or completion preferred.
• Life, Health, and Annuity licenses may be favorable.

Responsibilities

• Support Advisors in financial planning and portfolio management.
• Create and update financial plans and investment proposals.
• Prepare materials for client meetings and coordinate with internal teams.
• Attend client meetings, take notes, and manage follow-ups.
• Monitor client portfolios and ensure accurate documentation in CRM.

Skills

Interpersonal communication

Client relationship building

Independent worker with collaboration

Project management

Attention to detail

Time management

Advanced Microsoft Office

CRM proficiency

Education

Bachelors degree

Tools

CRM systems

Portfolio management tools

Financial planning software

eMoney

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 of the Role:As a proactive, client-focused professional, this role involves working closely with an experienced Wealth Advisor to deliver outstanding service and customized financial solutions. This role offers an outstanding opportunity to gain hands-on experience in financial planning, asset management, and personal finance advisory while learning directly from a respected industry leader. This role is ideal for a professional seeking a long-term career in financial advisory. It offers ongoing mentorship, professional development, and a clear growth path within the organization. The Associate Advisor plays a key role in enhancing the client experience while developing the skills and expertise needed for a successful advisory career.

***Candidate selected will attend the office on a full-time basis for the first six months, and then will follow a hybrid model (3x per week). ***

Essential Duties and Responsibilities:

• Partner directly with experienced Wealth Advisors to provide outstanding financial planning and investment solutions for clients.
• Help create and refine comprehensive financial plans, investment proposals, and wealth strategies tailored to clients' unique goals.
• Participate in client meetings, gain firsthand exposure to advisory conversations, and help drive follow-up actions that support client success.
• Build significant client relationships by responding to inquiries and providing thoughtful support on financial planning, investment strategies, and account management.
• Assist with onboarding new clients and facilitating financial transactions to ensure a smooth and efficient experience.
• Supervise and analyze client portfolios, helping Advisors implement recommendations and maintain alignment with investment objectives.
• Maintain accurate client records and documentation while employing CRM tools to deliver best-in-class service.
• Track account openings, asset transfers, and key achievements to ensure timely execution and a positive client experience.
• Review account activity and maintenance reports to proactively find opportunities and address client needs.
• Work alongside Wealth Managers and Client Service professionals in a highly collaborative, development-focused environment.
• Assist with data analysis, client reporting, and operational initiatives that contribute to the success of the practice.
• Invest in your professional growth through ongoing mentorship, industry events, training programs, and opportunities to pursue professional certifications.

Knowledge, Skills and/or Abilities:

• Anticipate client and team needs, proactively seeing opportunities and delivering thoughtful, timely solutions.
• Demonstrate strong project management and problem-solving skills, with the ability to lead multiple priorities and get results.
• Maintain a high level of accuracy and attention to detail while delivering exceptional work in a fast-paced environment.
• Stay organized and adaptable, effectively handling priorities and making sound decisions with confidence.
• Communicate clearly and professionally, both verbally and in writing, with clients, colleagues, and business partners.
• Leverage technology to drive efficiency, including Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). Experience with CRM platforms, portfolio management tools, or financial planning software such as eMoney, Nitrogen, or Holistiplan is a plus.
• Bring a passion for financial planning, investing, and wealth management, along with a desire to continuously expand your knowledge and expertise.
• Adopt continuous learning and professional development, with a growth mindset and eagerness to advance your career in wealth management.

Education and/or Experience:

• Four-year College Degree
• 2-3 years of Financial Services 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, when all is said and done, we exist to be there for others. The base salary range for this position is $70,000-$100,000. 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.

#NFP