Senior Associate Advisor (Financial Planning)
NFPIllinois, United States
Posted June 23, 2025
70000 - 100000 USD year
Full Time
About the Company
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance.
Job Description
The Senior Associate Advisor works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients.
Requirements
- Provide support to Advisors in all areas of financial planning
- Create proposals for prospective clients
- Create and/or update financial plans for clients
- Monitor portfolios and maintain portfolio target allocations
- Rebalance portfolios as needed
- Assist with client data consolidation and maintenance as needed
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs