Associate Advisor - Wealth

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Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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 Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.

Essential Duties And Responsibilities

• Provide support to Advisors in all areas of financial planning
• Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.)
• Create proposals for prospective clients
• Create and / or update financial plans for clients
• Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately
• Attend client meetings and manage / complete all meeting follow-up activities
• Liaise with client's attorneys and accountants as needed
• Monitor portfolios and maintain portfolio target allocations
• Rebalance portfolios as needed
• Assist with client data consolidation and maintenance as needed
• Assist with special projects as required

Knowledge, Skills And / or Abilities

Education And / or Experience

Certificates, Licenses, Registration

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 to $91,000. 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

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Finance

Industries

Insurance

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