Associate, Advisor

Aon
United States
Workplace: OnsiteFull timeFunction: Finance & Accounting0Education: bachelorsSkills: ["Communication","Collaboration","Attention to detail","Organization","Accuracy"]

Support advisors with wealth management and financial planning for individual and institutional clients. Gather client data, build scenarios, develop and apply financial plans, and help implement portfolios. Create proposals and prepare materials for client meetings, manage follow-ups, and coordinate with internal teams. Monitor portfolio targets, rebalance as needed, and assist with data consolidation and special projects. Early-career role supporting advisors across the planning lifecycle.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Aon
Aon
1 week ago

Associate, Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live
Reposted: similar role first listed 4 weeks ago

Job Summary

Support advisors with wealth management and financial planning for individual and institutional clients. Gather client data, build scenarios, develop and apply financial plans, and help implement portfolios. Create proposals and prepare materials for client meetings, manage follow-ups, and coordinate with internal teams. Monitor portfolio targets, rebalance as needed, and assist with data consolidation and special projects. Early-career role supporting advisors across the planning lifecycle.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Entry level

Key Responsibilities

  • •Provide support to advisors across financial planning, including data gathering and scenario building.
  • •Develop, create, and update clients’ financial plans and support portfolio implementation.
  • •Initiate and field client calls and create proposals for prospective clients.
  • •Prepare and support client meetings, manage meeting follow-up activities, and coordinate with internal teams.
  • •Monitor portfolios, maintain target allocations, rebalance as needed, and assist with client data consolidation and special projects.

Pay and Benefits

Perks:Paid Leave401kHealth Insurance

Key Requirements

  • •0-4 years of relevant experience.
  • •Completed or pursuing CFP®, CFA, or JD.
  • •Bachelor’s degree or higher from an accredited university (financial planning, business, accounting, finance, economics, or law preferred).
  • •Must be organized, detail-oriented, and able to manage and prioritize tasks.
  • •Demonstrates accuracy, excellent written and verbal communication, and works collaboratively with others.
Education:Bachelor's
Skills:CommunicationCollaborationAttention to detailOrganizationAccuracy
Licenses:Series 65
Certifications:CFPCFASeries 65

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
Glassdoor
Glassdoor: 3.9
WebsiteLinkedInGlassdoor