Aon

3 weeks ago

Investment Advisor, Wealth & Retirement (Remote)

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Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Provide institutional and private wealth advisory by identifying and cultivating individual financial consulting and wealth management opportunities. Lead group meetings and deliver one-on-one and group employee coaching (primarily virtual, with some onsite) for retirement plan participants. Partner with plan sponsors and recordkeeper partners to develop financial wellness, participant education, and communications programs, track plan metrics, and produce summary reports aligned to participant goals and plan outcomes.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Mid level

Key Responsibilities

•Identify and cultivate individual financial consulting and wealth management opportunities.
•Coordinate with plan sponsors and Wealthspire Plan Advisors to develop financial wellness programs and participant education/communications.
•Provide primarily virtual employee coaching, with some onsite and web-based sessions customized to participant demographics.
•Review participant allocation, savings rates, and financial goals alignment, and assist with custom services or referrals.
•Track plan and participant activity to maintain Plan Advisory business metrics and handle sponsor/participant matters efficiently.

Travel: High travel

Pay and Benefits

Salary: USD 70,000 - 110,000 annually

Perks:401kPaid Leave

Key Requirements

•3-5 years of experience in financial consulting, wealth management, and/or retirement plans.
•Bachelor’s Degree in Finance or related field of study.
•Series 65 license (or equivalent) must be obtained within 90 days of employment.
•Experience presenting to employee groups and/or conducting onsite education meetings.
•Strong communication and presentation skills with keen attention to detail, able to manage and prioritize multiple projects.

Experience:3-5 yearsWealth managementRetirement plansFinancial planningWorkplace financial wellness

Education:Bachelor's in Finance

Skills:CommunicationPresentation skillsAttention to detailClient servicePrioritization

Licenses:Series 65

Certifications:CFPAFCChFCCPFACRPC

Languages:English

Tech Stack:PowerPointCRMFinancial planning software

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