Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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. To learn more, please visit: https://www.NFP.com.
Summary: The Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, 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; 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
Knowledge, Skills and/or Abilities:
- 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
Education and/or Experience:
- Four-year College Degree.
- Minimum of 5 years of financial service experience preferred
- Securities Registration preferred
Certificates, Licenses, Registration:
- Completed or pursuing CFP®, CFA or Other Professional Designation
What We Offer:
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, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000 to $91,000. 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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer
