NFP, an Aon company · 2 months ago
Sr. Associate, Wealth Management (Hybrid)
Minneapolis, MN
Full-time
Hybrid
Mid, Senior Level
$65K/yr - $90K/yr
5+ years expNFP Corp is a consultative advisory organization that addresses significant risk and wealth management challenges. The Senior Associate will work closely with Advisors and the Wealth Management Team to provide support in asset management and financial planning for clients.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
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
Qualification
Required
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
Four-year College Degree
Minimum of 5 years of financial service experience
Ability to Commute: Minneapolis, MN 55441
Preferred
Minimum of 5 years of financial service experience preferred
Securities Registration preferred
Completed or pursuing CFP®, CFA or Other Professional Designation
Bachelor's (Preferred)
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
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