Associate, Advisor

NFP Corp•Chicago, IL

8d•$68,000 - $80,000

About The Position

Advisor Associates work directly with Advisors to support clients’ wealth management and financial planning needs. The role supports Advisors through data gathering, case design, scenario building, financial plan development and application, and portfolio implementation. Responsibilities also include client communications and meeting support, proposal and plan preparation, portfolio monitoring, and coordination with clients’ attorneys and accountants.

Requirements

0–4 years of relevant experience.
Completed or pursuing a CFP®, CFA, or JD.
Bachelor’s degree or higher from an accredited university.
Exhibit personal integrity and professional initiative.
Be reliable, follow through on commitments, and be self-starting when facing new challenges.
Be organized and detail-oriented, with the ability to manage and prioritize tasks.
Demonstrate a commitment to accuracy and deliver high-quality work.
Have excellent written and verbal communication skills.
Work collaboratively and effectively with others.
Hold a Series 65 license or be able to successfully complete it within 90 days of employment.

Nice To Haves

A degree major in financial planning, business, accounting, finance, economics, or law.

Responsibilities

Support Advisors in all areas of financial planning.
Initiate and field client calls about strategy ideas, account-specific questions, portfolio inquiries, and other matters.
Create proposals for prospective clients.
Create and update client financial plans.
Prepare client meeting materials and coordinate with internal teams to ensure meetings are thoroughly and accurately prepared.
Attend client meetings and complete all meeting follow-up activities.
Liaise with clients’ attorneys and accountants as needed.
Monitor portfolios, maintain target allocations, and rebalance portfolios as needed.
Assist with client data consolidation and maintenance as needed.
Assist with special projects as required.