Hiring: Associate Advisor - Wealth Mgmt (Hybrid) Company: NFP, an Aon company Location: North Royalton, OH Job Posted Time: 2026-09-13 07:39:39 Employment Type: Full-time / Hybrid About the job Experience: •2-3 years of Financial Services Experience Preferred Required Skills: •Candidate selected will attend the office on a full-time basis for the first six months, and then will follow a hybrid model (3x per week). *** •Partner directly with experienced Wealth Advisors to provide outstanding financial planning and investment solutions for clients. •Help create and refine comprehensive financial plans, investment proposals, and wealth strategies tailored to clients' unique goals. •Participate in client meetings, gain firsthand exposure to advisory conversations, and help drive follow-up actions that support client success. •Build significant client relationships by responding to inquiries and providing thoughtful support on financial planning, investment strategies, and account management. •Assist with onboarding new clients and facilitating financial transactions to ensure a smooth and efficient experience. •Supervise and analyze client portfolios, helping Advisors implement recommendations and maintain alignment with investment objectives. •Maintain accurate client records and documentation while employing CRM tools to deliver best-in-class service. Qualifications: •Anticipate client and team needs, proactively seeing opportunities and delivering thoughtful, timely solutions. •Demonstrate strong project management and problem-solving skills, with the ability to lead multiple priorities and get results. •Maintain a high level of accuracy and attention to detail while delivering exceptional work in a fast-paced environment. •Stay organized and adaptable, effectively handling priorities and making sound decisions with confidence. •Communicate clearly and professionally, both verbally and in writing, with clients, colleagues, and business partners. •Leverage technology to drive efficiency, including Microsoft Office Suite (Excel, Word, PowerPoint, Outlook). Experience with CRM platforms, portfolio management tools, or financial planning software such as eMoney, Nitrogen, or Holistiplan is a plus. •Bring a passion for financial planning, investing, and wealth management, along with a desire to continuously expand your knowledge and expertise. •Adopt continuous learning and professional development, with a growth mindset and eagerness to advance your career in wealth management. •Four-year College Degree •Certificates, Licenses, Registration Compensation: •$70,000 - $100,000 / year •We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!