Aon

3 weeks ago

Sr. Associate, Advisor

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Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Support wealth advisors by creating and executing investment plans, coordinating tax loss harvesting, and performing RMD calculations and distributions. Manage client matters efficiently, build strong client relationships through meetings and calls, and provide administrative and reporting support for advisors and directors. Help prepare correspondence, meeting materials, files, presentations, and data for reports while developing working knowledge of financial planning concepts across tax, insurance, education, and charitable strategies.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Create and execute investment plans, including RMD calculations and distributions.
•Coordinate tax loss harvesting and support other investment/wealth management activities for clients.
•Develop and maintain positive client relationships through meetings, calls, and administrative support.
•Provide administrative support such as preparing correspondence, meeting materials, files, presentations, and literature.
•Prepare and supply data for reports and support client account servicing by processing paperwork and tracking transfers.

Pay and Benefits

Salary: USD 85,000 - 110,000 annually

Perks:401kPaid Leave

Key Requirements

•3-6 years of relevant experience in an advisor/client support role.
•Bachelor’s degree or higher in a relevant field (financial planning, business, accounting, finance, economics, or law).
•Completed or willing to pursue CFP® or Series 65 (able to complete within 90 days of employment).
•Integrity and professional initiative with strong follow-through on commitments.
•Highly organized, detail-oriented, and able to manage and prioritize tasks accurately.

Experience:3-6 years

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

Skills:OrganizationDetail-orientedCommunicationCollaborationAccuracy

Licenses:Series 65

Certifications:CFP®Series 65

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