Associate, Advisor

Aon
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account Management0Education: bachelorsSkills: ["Integrity","Organization","Detail-oriented","Communication","Collaboration"]

Support Advisors with wealth management and financial planning for client portfolios. Gather and maintain client data, build case designs and scenarios, develop and update financial plans, and prepare meeting materials. Field client calls, create proposals, attend meetings, and complete follow-up activities. Coordinate with attorneys and accountants as needed while monitoring portfolios, maintaining target allocations, and rebalancing.

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FursaFursa
Aon
Aon
12 hours ago

Associate, Advisor

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Canonical indexed version, validated from employer's careers page.

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 client portfolios. Gather and maintain client data, build case designs and scenarios, develop and update financial plans, and prepare meeting materials. Field client calls, create proposals, attend meetings, and complete follow-up activities. Coordinate with attorneys and accountants as needed while monitoring portfolios, maintaining target allocations, and rebalancing.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Provide support to Advisors across financial planning activities.
  • •Field client calls and create proposals for prospective clients.
  • •Create and/or update client financial plans and apply them to portfolio implementation.
  • •Prepare and attend client meetings, and manage all meeting follow-up activities.
  • •Monitor portfolios, maintain target allocations, rebalance as needed, and support data consolidation and special projects.

Pay and Benefits

Perks:Paid LeavePaid Holidays401kWellness Stipend

Key Requirements

  • •0-4 years of relevant experience.
  • •Completed or pursuing CFP®, CFA, or JD.
  • •Bachelor's degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred.
  • •Series 65 certification (or ability to complete within 90 days).
  • •Strong personal integrity, organization, attention to detail, accuracy, and excellent written and verbal communication.
Education:Bachelor's in financial planning, business, accounting, finance, economics, or law
Skills:IntegrityOrganizationDetail-orientedCommunicationCollaboration
Licenses:Series 65
Certifications:CFPCFA
Languages:En-us

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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