Sr. Associate, Wealth Management (Hybrid)

NFP•Plymouth, MN

13d•$65,000 - $90,000•Hybrid

About The Position

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Summary of the Role : Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.

Requirements

Excellent interpersonal skills demonstrated in communications with both external and internal clients
Ability to work independently and in a team setting
Ability to anticipate and meet client and team needs
Demonstration of project management and consulting skills
Demonstration of a commitment to accuracy by delivering high quality work
Effective time management and decision-making skills
Ability to express ideas clearly in both written and oral communications
Proficiency in Microsoft Office; experience with any CRM, portfolio management or financial planning software is a plus
Understanding of basic investment principals and knowledge
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

Responsibilities

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; work with other internal teams to ensure client meetings are prepared for 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