Associate, Advisor

Aon
Madison
Workplace: HybridFull timeUSD 60,000 - 70,000 annuallyFunction: Consulting & Advisory0Education: bachelorsSkills: ["Integrity","Professional initiative","Organization","Detail-oriented","Communication"]

Support wealth management and financial planning by gathering client data, building case designs and scenarios, and creating or updating financial plans. Prepare client meeting materials, attend meetings, and complete follow-up activities. Create proposals for prospective clients and help monitor portfolios, maintain target allocations, and rebalance as needed. Coordinate with internal teams and liaise with client attorneys and accountants, while handling data consolidation and special projects.

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FursaFursa
Aon
Aon
2 months ago

Associate, Advisor

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Last checked: 6 hours agoStatus: Live

Job Summary

Support wealth management and financial planning by gathering client data, building case designs and scenarios, and creating or updating financial plans. Prepare client meeting materials, attend meetings, and complete follow-up activities. Create proposals for prospective clients and help monitor portfolios, maintain target allocations, and rebalance as needed. Coordinate with internal teams and liaise with client attorneys and accountants, while handling data consolidation and special projects.
Location: Madison
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Entry level

Key Responsibilities

  • •Provide support to advisors across financial planning activities, including data gathering and plan development.
  • •Initiate and field client calls on topics such as strategy ideas, account questions, and portfolio inquiries.
  • •Create proposals for prospective clients and create and/or update financial plans.
  • •Prepare materials for client meetings, attend meetings, and manage all meeting follow-up activities.
  • •Monitor portfolios, maintain target allocations, and support data consolidation, rebalancing, and special projects as needed.

Pay and Benefits

Salary: USD 60,000 - 70,000 annually
Perks:Paid Leave401kHealth Insurance

Key Requirements

  • •0-4 years of relevant experience.
  • •Complete or be pursuing CFP®, CFA, or JD.
  • •Bachelor’s degree or higher from an accredited university.
  • •Demonstrate integrity, professional initiative, and reliability with follow-through.
  • •Strong organization, attention to detail, and excellent written and verbal communication.
Education:Bachelor's in financial planning, business, accounting, finance, economics, or law
Skills:IntegrityProfessional initiativeOrganizationDetail-orientedCommunication
Licenses:Series 65
Certifications:CFPCFAJDSeries 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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Glassdoor: 3.9
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