Sr. Associate, Wealth Management; Hybrid

Sr. Associate, Wealth Management (Hybrid)

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We help companies and individuals address risk, workforce, wealth management and retirement challenges through custom solutions.

Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients. Responsibilities include supporting Advisors with data gathering, case design, scenario building, financial plan development and portfolio implementation.

• Provide support to Advisors in all areas of financial planning
• Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.)
• Create proposals for prospective clients
• Create and/or update financial plans for clients
• Prepare materials for client meetings; collaborate with internal teams to ensure meetings are prepared thoroughly and accurately
• Attend client meetings and manage/complete all meeting follow‑up activities
• Liaise with client’s attorneys and accountants as needed
• Monitor portfolios and maintain portfolio target allocations
• Rebalance portfolios as needed
• Assist with client data consolidation and maintenance as needed
• Assist with special projects as required

• Excellent interpersonal skills in communications with external and internal clients
• Ability to work independently and within a team
• Ability to anticipate and meet client and team needs
• Demonstrated project management and consulting skills
• Commitment to accuracy and high‑quality work
• Effective time management and decision‑making skills
• Clear written and oral communication
• Proficiency in Microsoft Office; experience with any CRM, portfolio management or financial planning software is a plus
• Understanding of basic investment principals

• Four‑year College Degree
• Minimum of 5 years of financial service experience preferred

• Securities Registration required
• Completed or pursuing CFP®, CFA or other professional designation

We offer competitive salary ($65,000‑$90,000 base), PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Additional performance‑based incentives may apply.

Wealth Management is a people‑first culture that builds lifelong relationships with employees.

NFP is an inclusive Equal Employment Opportunity employer.