About this opportunity
AON lists this Associate Advisor - Wealth Mgmt (Hybrid) opportunity in north royalton, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Associate AdvisorNFP, 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.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.Essential duties and responsibilities include partnering directly with experienced Wealth Advisors to provide outstanding financial planning and investment solutions for clients, helping create and refine comprehensive financial plans, investment proposals, and wealth strategies tailored to clients' unique goals, participating in client meetings, building significant client relationships, assisting with onboarding new clients and facilitating financial transactions, supervising and analyzing client portfolios, maintaining accurate client records and documentation, tracking account openings, asset transfers, and key achievements, reviewing account activity and maintenance reports, working alongside Wealth Managers and Client Service professionals in a highly collaborative, development-focused environment, assisting with data analysis, client reporting, and operational initiatives, and investing in professional growth through ongoing mentorship, industry events, training programs, and opportunities to pursue professional certifications.Knowledge, skills, and/or abilities include anticipating client and team needs, demonstrating strong project management and problem-solving skills, maintaining a high level of accuracy and attention to detail, staying organized and adaptable, communicating clearly and professionally, leveraging technology to drive efficiency, bringing a passion for financial planning, investing, and wealth management, adopting continuous learning and professional development, and having a growth mindset and eagerness to advance your career in wealth management.Education and/or experience required includes a four-year college degree and 2-3 years of financial services experience preferred. Certificates, licenses, and registration required include Series 7 & 66, completed or pursuing CFP, and completed or pursuing life, accident, health insurance license.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.
Worksite address
north royalton, OH, 44133, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.