Wealth Planning Associate (Hybrid) — Mentorship & Growth

Aon; 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, seeks an Associate Advisor to work closely with an experienced Wealth Advisor, delivering personalized financial planning and investment guidance. You will gain hands-on exposure to wealth management, asset allocation, and client servicing while learning from industry leaders.

This role offers ongoing mentorship, professional development, and a clear growth path within the organization.

Qualifications

• Four-year college degree required.
• 2-3 years of Financial Services Experience Preferred.
• CFP certification in progress encouraged.

Responsibilities

• Partner with Wealth Advisors to provide financial planning and investment solutions for clients.
• Help create comprehensive financial plans and wealth strategies tailored to client goals.
• Participate in client meetings and drive follow-up actions to support client success.
• Build client relationships by responding to inquiries and providing support on planning and investments.
• Assist onboarding new clients and facilitating financial transactions to ensure a smooth experience.

Skills

Client service

Project management

Communication

Financial planning

Education

Four-year College Degree

Tools

CRM platforms

Portfolio management tools

eMoney

Nitrogen

Holistiplan

Job description

NFP, an Aon company, seeks an Associate Advisor to work closely with an experienced Wealth Advisor, delivering personalized financial planning and investment guidance. You will gain hands-on exposure to wealth management, asset allocation, and client servicing while learning from industry leaders.

This role offers ongoing mentorship, professional development, and a clear growth path within the organization.