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NFP, an Aon company · 18 hours ago

Sr. Associate, Wealth Management (Hybrid)

Plymouth, MN

Full-time

Hybrid

Mid, Senior Level

$65K/yr - $90K/yr

5+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance and offers custom solutions for risk, workforce, wealth management, and retirement challenges. The Senior Associate works directly with Advisors and the Wealth Management Team to assist with asset management and financial planning needs of clients, providing support through various financial planning activities and client interactions.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Hiring Manager

Andrea Varela

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

Financial planningPortfolio managementSecurities RegistrationMicrosoft OfficeCRM softwareInvestment principlesInterpersonal skillsProject managementTime managementWritten communicationOral communicationTeamwork