Aon

1 week ago

Associate, Advisor

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Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Support Advisors with client wealth management and financial planning. Gather data, design cases, build scenarios, develop and apply financial plans, and help implement portfolios. Create proposals and prepare materials for client meetings, including follow-up activities. Coordinate with internal teams and liaise with clients’ attorneys and accountants as needed. Monitor portfolios, maintain target allocations, and assist with client data maintenance and special projects.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Entry level

Key Responsibilities

•Provide support to Advisors across all areas of financial planning.
•Initiate and field client calls, and create proposals for prospective clients.
•Create and/or update financial plans and prepare materials for client meetings.
•Attend client meetings and manage/complete all meeting follow-up activities.
•Monitor portfolios, maintain target allocations, rebalance as needed, and assist with client data consolidation and special projects.

Pay and Benefits

Salary: USD 53,500 - 85,600

Perks:Paid Leave401k

Key Requirements

•0-4 years of relevant experience in financial planning/wealth management support.
•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).
•Ability to manage and prioritize tasks with strong organization and attention to detail.
•Series 65 or ability to complete within 90 days of employment.

Experience:0Wealth managementRetirement advisoryFinancial planningPortfolios

Education:Bachelor's in financial planning, business, accounting, finance, economics, or law

Skills:IntegrityProfessional initiativeReliabilityDetail-orientedCommunication

Licenses:Series 65

Certifications:CFPCFASeries 65JD

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

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon