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Wealth Management Advisor

Aon plc

NFP, an Aon company, is seeking a proactive Associate Advisor to join the Wealth Management team. You will support Advisors in delivering tailored financial plans, analyze data, and help with portfolio implementation for existing and prospective clients. Ideal candidate has a Four-year degree and 5+ years in financial services; Series 7 and 66; CFP pursuit; strong communication, project management, and CRM proficiency; base salary 70k-90k with potential incentives. #J-18808-Ljbffr

Vacancy posted 4 days ago
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