Associate, Advisor

Aon
New York
Workplace: OnsiteFull timeFunction: Finance & Accounting0Education: bachelorsSkills: ["Integrity","Initiative","Organization","Attention to detail","Communication"]

Support Advisors with wealth management and financial planning for clients. Gather client information, design cases and scenarios, build and apply financial plans, and help prepare accurate materials for meetings. Monitor portfolios, maintain target allocations, and rebalance as needed. Create proposals for prospective clients, manage follow-up after meetings, and coordinate with internal teams and clients’ attorneys/accountants as required.

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FursaFursa
Aon
Aon
11 hours ago

Associate, Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Support Advisors with wealth management and financial planning for clients. Gather client information, design cases and scenarios, build and apply financial plans, and help prepare accurate materials for meetings. Monitor portfolios, maintain target allocations, and rebalance as needed. Create proposals for prospective clients, manage follow-up after meetings, and coordinate with internal teams and clients’ attorneys/accountants as required.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Entry level

Key Responsibilities

  • •Provide support to Advisors across financial planning activities.
  • •Initiate and field client calls; assist with account questions and portfolio inquiries.
  • •Create proposals for prospective clients and create/update financial plans.
  • •Prepare and attend client meetings; complete meeting follow-up activities.
  • •Monitor portfolios, maintain target allocations, rebalance as needed, and support client data consolidation.

Pay and Benefits

Perks:Paid Leave401k

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)
  • •Series 65 (or able to complete within 90 days of employment)
  • •Strong integrity, initiative, organization, and detail-oriented accuracy with excellent written and verbal communication
Education:Bachelor's in financial planning, business, accounting, finance, economics, or law preferred
Skills:IntegrityInitiativeOrganizationAttention to detailCommunication
Licenses:Series 65
Certifications:CFPCFASeries 65JD

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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