Investment Advisor, Wealth & Retirement (Remote)

Aon
United States
Workplace: HybridFull timeUSD 70,000 - 110,000 annuallyFunction: Consulting & AdvisoryExperience: 3-5 yearsEducation: bachelorsSkills: ["Communication","Presentation skills","Attention to detail","Client service","Prioritization"]

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.

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FursaFursa
Aon
Aon
2 months ago

Investment Advisor, Wealth & Retirement (Remote)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 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
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