NFP, an Aon company
Sr. Associate, Wealth Management (Hybrid)
NFP, an Aon company, Minneapolis, Minnesota, United States, 55447
Sr. Associate, Wealth Management (Hybrid)
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We help companies and individuals address risk, workforce, wealth management and retirement challenges through custom solutions.
Summary of the Role Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients. Responsibilities include supporting Advisors with data gathering, case design, scenario building, financial plan development 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; collaborate with internal teams to ensure meetings are prepared 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 in communications with external and internal clients
Ability to work independently and within a team
Ability to anticipate and meet client and team needs
Demonstrated project management and consulting skills
Commitment to accuracy and high‑quality work
Effective time management and decision‑making skills
Clear written and oral communication
Proficiency in Microsoft Office; experience with any CRM, portfolio management or financial planning software is a plus
Understanding of basic investment principals
Education And/Or Experience
Four‑year College Degree
Minimum of 5 years of financial service experience preferred
Certificates, Licenses, Registration
Securities Registration required
Completed or pursuing CFP®, CFA or other professional designation
What We Offer We offer competitive salary ($65,000‑$90,000 base), PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Additional performance‑based incentives may apply.
Wealth Management is a people‑first culture that builds lifelong relationships with employees.
NFP is an inclusive Equal Employment Opportunity employer.
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Summary of the Role Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients. Responsibilities include supporting Advisors with data gathering, case design, scenario building, financial plan development 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; collaborate with internal teams to ensure meetings are prepared 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 in communications with external and internal clients
Ability to work independently and within a team
Ability to anticipate and meet client and team needs
Demonstrated project management and consulting skills
Commitment to accuracy and high‑quality work
Effective time management and decision‑making skills
Clear written and oral communication
Proficiency in Microsoft Office; experience with any CRM, portfolio management or financial planning software is a plus
Understanding of basic investment principals
Education And/Or Experience
Four‑year College Degree
Minimum of 5 years of financial service experience preferred
Certificates, Licenses, Registration
Securities Registration required
Completed or pursuing CFP®, CFA or other professional designation
What We Offer We offer competitive salary ($65,000‑$90,000 base), PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Additional performance‑based incentives may apply.
Wealth Management is a people‑first culture that builds lifelong relationships with employees.
NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr