Associate, Advisor

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

Support Advisors in delivering wealth management and detailed financial planning for clients. Serve as a key client liaison by initiating and fielding client calls, building proposals, preparing meeting materials, and completing follow-up activities. Assist with creating and updating financial plans, monitoring portfolios and target allocations, and rebalancing as needed. Coordinate with internal teams and liaise with clients’ attorneys and accountants when required.

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FursaFursa
Aon
Aon
17 hours ago

Associate, Advisor

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Last checked: 7 hours agoStatus: Live

Job Summary

Support Advisors in delivering wealth management and detailed financial planning for clients. Serve as a key client liaison by initiating and fielding client calls, building proposals, preparing meeting materials, and completing follow-up activities. Assist with creating and updating financial plans, monitoring portfolios and target allocations, and rebalancing as needed. Coordinate with internal teams and liaise with clients’ attorneys and accountants when required.
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 client financial plans.
  • •Prepare materials for client meetings, attend meetings, and manage all follow-up activities.
  • •Monitor client portfolios, maintain target allocations, and assist with rebalancing, data consolidation, and special projects as needed.

Pay and Benefits

Salary: USD 53,500 - 85,600 annually
Perks:Paid LeavePaid Holidays401k

Key Requirements

  • •1 to 4 years of relevant experience in financial services or advisory support.
  • •Completed or pursuing CFP®, CFA (or equivalent), or JD.
  • •Bachelor’s degree or higher (or equivalent experience) with a major in financial planning, business, accounting, finance, economics, or law preferred.
  • •Series 65 certification (or ability to complete within 90 days of employment).
  • •Strong integrity, organization, diligence, accuracy, and excellent written and verbal communication.
Experience:1-4 yearsWealth managementRetirement advisoryFinancial planning
Education:Bachelor's in financial planning, business, accounting, finance, economics, or law
Skills:IntegrityProfessional initiativeReliabilityOrganizationCommunicationAccuracyCooperationAbility to prioritize
Certifications:CFPCFASeries 65
Languages:English

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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