Associate, Advisor

Aon
United States
Workplace: OnsiteFull timeUSD 53,500 - 85,600 annuallyFunction: Finance & Accounting0Education: bachelorsSkills: ["Integrity","Initiative","Organizational skills","Attention to detail","Communication"]

Support Advisors with wealth management and financial planning for clients by gathering data, designing cases, building scenarios, and developing and applying financial plans. Create proposals, update client financial plans, and prepare materials for meetings, including follow-up activities. Monitor portfolios, maintain target allocations, and rebalance as needed. Coordinate with internal teams and liaise with clients’ attorneys and accountants. Assist with data consolidation and special projects.

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FursaFursa
Aon
Aon
3 days 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: 8 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Support Advisors with wealth management and financial planning for clients by gathering data, designing cases, building scenarios, and developing and applying financial plans. Create proposals, update client financial plans, and prepare materials for meetings, including follow-up activities. Monitor portfolios, maintain target allocations, and rebalance as needed. Coordinate with internal teams and liaise with clients’ attorneys and accountants. Assist with data consolidation 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 financial planning, including data gathering, case design, and scenario building.
  • •Create proposals and develop or update clients’ financial plans for ongoing use.
  • •Prepare client meeting materials and manage meeting follow-up activities in coordination with internal teams.
  • •Monitor client portfolios, maintain target allocations, and rebalance as needed.
  • •Liaise with client attorneys and accountants as needed, and assist with data consolidation and special projects.

Pay and Benefits

Salary: USD 53,500 - 85,600 annually
Perks:Paid Leave401k

Key Requirements

  • •0-4 years of relevant experience.
  • •Completed or pursuing CFP®, CFA or JD.
  • •Bachelor’s degree or higher (financial planning, business, accounting, finance, economics, or law preferred).
  • •Series 65 certification required, or able to complete within 90 days of employment.
  • •Strong integrity, initiative, organization, attention to detail, and excellent written and verbal communication.
Experience:0Wealth managementFinancial planningRetirement planningPortfolio management
Education:Bachelor's in financial planning, business, accounting, finance, economics, or law (preferred)
Skills:IntegrityInitiativeOrganizational skillsAttention to detailCommunication
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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