NFP, an Aon company
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Associate Advisor - Wealth
role at
NFP, an Aon company 1 day ago Be among the first 25 applicants Join to apply for the
Associate Advisor - Wealth
role at
NFP, an Aon company Direct message the job poster from NFP, an Aon company ASSOC013671_1
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
Excellent interpersonal skills demonstrated in communications with both external and internal clients Ability to work independently and in a team setting Ability to anticipate and meet client and team needs Demonstration of project management and consulting skills Demonstration of a commitment to accuracy by delivering high quality work Effective time management and decision-making skills Ability to express ideas clearly in both written and oral communications Proficiency in Microsoft Office; experience with any CRM, portfolio management or financial planning software is a plus Understanding of basic investment principals and knowledge
Education And/or Experience
Four-year College Degree Minimum of 5 years of financial service experience preferred Securities Registration preferred
Certificates, Licenses, Registration
Completed or pursuing CFP, CFA or Other Professional Designation
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 Referrals increase your chances of interviewing at NFP, an Aon company by 2x Get notified about new Wealth Management Advisor jobs in
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Associate Advisor - Wealth
role at
NFP, an Aon company 1 day ago Be among the first 25 applicants Join to apply for the
Associate Advisor - Wealth
role at
NFP, an Aon company Direct message the job poster from NFP, an Aon company ASSOC013671_1
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
Excellent interpersonal skills demonstrated in communications with both external and internal clients Ability to work independently and in a team setting Ability to anticipate and meet client and team needs Demonstration of project management and consulting skills Demonstration of a commitment to accuracy by delivering high quality work Effective time management and decision-making skills Ability to express ideas clearly in both written and oral communications Proficiency in Microsoft Office; experience with any CRM, portfolio management or financial planning software is a plus Understanding of basic investment principals and knowledge
Education And/or Experience
Four-year College Degree Minimum of 5 years of financial service experience preferred Securities Registration preferred
Certificates, Licenses, Registration
Completed or pursuing CFP, CFA or Other Professional Designation
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 Referrals increase your chances of interviewing at NFP, an Aon company by 2x Get notified about new Wealth Management Advisor jobs in
Plymouth, MN . Edina, MN $80,000.00-$122,000.00 1 week ago Edina, MN $65,000.00-$85,000.00 1 week ago Greater Minneapolis-St. Paul Area $28,000.00-$125,000.00 1 week ago Minneapolis, MN $150,000.00-$180,000.00 2 weeks ago Minneapolis, MN $100,000.00-$130,000.00 5 days ago Minneapolis, MN $150,000.00-$200,000.00 1 month ago Wealth Management Investment Consultant, Advisory Services
St Paul, MN $71,400.00-$92,400.00 2 weeks ago Minneapolis, MN $100,000.00-$185,500.00 1 week ago Financial Consultant - Training Provided
2026 Wealth & Investment Management Summer Internship - Early Careers
Edina, MN $70,000.00-$90,000.00 3 weeks ago Senior Regional Manager, Schwab Wealth Advisory
U.S. Private Bank – Private Banker – Vice President or Executive Director
College Financial Representative, Internship Program
St Louis Park, MN $60,000.00-$90,000.00 1 week ago J.P. Morgan Wealth Management – Private Client Advisor - Roseville, West Saint Paul - Minnesota
Greater Minneapolis-St. Paul Area 1 week ago Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Wayzata, MN Merrill Office
Greater Minneapolis-St. Paul Area $105,000.00-$155,000.00 1 week ago Financial Advisor - Minneapolis and Northwest Metro
College Financial Representative, Internship Program
Minneapolis, MN $500.00-$1,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr