NFP, an Aon company · 3 months ago
Wealth Advisor Success Associate
New York, NY
Full-time
Onsite
Mid Level
$68K/yr - $91K/yr
3+ years expNFP Corp, through its subsidiary Wealthspire Advisors, is an independent registered investment advisory firm based in New York City. The Advisor Success Associate plays a key role in supporting the advisor network and advancing the firm’s strategic initiatives by providing project support, communication, and practice management resources to help advisors succeed.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Provide dedicated support to the Head of Advisor Success and the team to facilitate strategic planning, high-level decision-making, and firmwide initiatives
Assist in the execution of key projects to drive the expansion and success of the firm’s advisor network, including business development campaigns and growth strategies
Collaborate with Advisor Success, Marketing, and other teams to design, manage, and maintain dashboards, reporting tools, and scorecards that help identify growth opportunities, assess advisor capacity, and inform staffing and recruiting needs
Prepare and coordinate materials for regional and firmwide meetings
Draft, coordinate, and distribute advisor communications such as newsletters, meeting agendas, and other firmwide updates
Maintain and enhance the Advisor Library and related intranet resources, creating new sites or pages to support knowledge sharing
Coordinate advisor surveys, consolidate responses, and prepare summary reports to inform decision-making and highlight actionable insights
Schedule and organize internal meetings, track follow-up items, and ensure timely resolution and clear communication of next steps
Assist in developing and curating practice management resources, including best practices, playbooks, and toolkits to help advisors optimize their businesses
Maintain and regularly update a centralized library of practice-management tools, templates, and case studies
Help design and implement training sessions and curriculum to support advisor professional growth and the advisor career track
Assist in developing learning experiences for summer interns in the advisor program
Coordinate affiliation groups and other advisor community initiatives to strengthen connectivity and knowledge-sharing
Qualification
Required
Bachelors' degree or higher from an accredited university; major in financial planning, business, or finance preferred
CFP® (Certified Financial Planner) or other wealth management designation highly preferred
Minimum of three years of wealth management or related experience (other or additional experience will be considered)
Proven experience in a similar role within financial services or advisory industry
Strong self-reliance, initiative, and commitment to following through on tasks, self-starter when it comes to new challenges
Outstanding organizational, project and time management skills
Excellent communication and interpersonal skills
Ability to thrive both independently and collaboratively in a fast-paced environment
High attention to detail
Proficiency in Microsoft Office, and experience with any CRM, portfolio management, and financial planning tools
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase