Associate, Advisor

Aon
United States
Workplace: OnsiteFull timeUSD 53,500 - 85,600 annuallyFunction: Finance & AccountingExperience: 1-4 yearsEducation: bachelorsSkills: ["Integrity","Professional initiative","Organized","Accuracy","Communication"]

Support Advisors delivering detailed financial planning and wealth management for clients. Field client calls, build proposals, and build or update financial plans and meeting materials. Attend meetings and complete follow-up, liaise with clients’ attorneys and accountants as needed, and monitor portfolios—maintaining target allocations and rebalancing when required. Help with client data consolidation and other special projects to ensure accurate, client-focused service.

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FursaFursa
Aon
Aon
20 hours ago

Associate, Advisor

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Last checked: 6 hours agoStatus: Live

Job Summary

Support Advisors delivering detailed financial planning and wealth management for clients. Field client calls, build proposals, and build or update financial plans and meeting materials. Attend meetings and complete follow-up, liaise with clients’ attorneys and accountants as needed, and monitor portfolios—maintaining target allocations and rebalancing when required. Help with client data consolidation and other special projects to ensure accurate, client-focused service.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Support Advisors across all areas of financial planning.
  • •Initiate and field client calls on strategy ideas, account questions, and portfolio inquiries.
  • •Build proposals for prospective clients and build or update financial plans for current clients.
  • •Prepare materials for client meetings, attend meetings, and manage all meeting follow-up activities.
  • •Monitor portfolios, maintain target allocations, rebalance as needed, and support client data consolidation and special projects.

Pay and Benefits

Salary: USD 53,500 - 85,600 annually
Perks:Paid Leave401k

Key Requirements

  • •1–4 years of relevant experience.
  • •Completed or pursuing CFP®, CFA (or equivalent) or a JD.
  • •Bachelor’s degree or higher (or equivalent experience); majors in financial planning, business, accounting, finance, economics, or law preferred.
  • •Series 65 (or ability to complete within 90 days of employment).
  • •Strong integrity and professionalism, with excellent written and verbal communication and the ability to organize, prioritize, and produce accurate work.
Experience:1-4 years
Education:Bachelor's in financial planning, business, accounting, finance, economics, or law
Skills:IntegrityProfessional initiativeOrganizedAccuracyCommunication
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
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