Associate Advisor - Wealth Mgmt (Hybrid)

Posting Description Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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:**As a proactive, client-focused professional, this role involves working closely with an experienced Wealth Advisor to deliver outstanding service and customized financial solutions. This role offers an outstanding opportunity to gain hands-on experience in financial planning, asset management, and personal finance advisory while learning directly from a respected industry leader. This role is ideal for a professional seeking a long-term career in financial advisory. It offers ongoing mentorship, professional development, and a clear growth path within the organization. The Associate Advisor plays a key role in enhancing the client experience while developing the skills and expertise needed for a successful advisory career. *****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). ***** Essential Duties and Responsibilities: - 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. - Track account openings, asset transfers, and key achievements to ensure timely execution and a positive client experience. - Review account activity and maintenance reports to proactively find opportunities and address client needs. - Work alongside Wealth Managers and Client Service professionals in a highly collaborative, development-focused environment. - Assist with data analysis, client reporting, and operational initiatives that contribute to the success of the practice. - Invest in your professional growth through ongoing mentorship, industry events, training programs, and opportunities to pursue professional certifications. Knowledge, Skills and/or Abilities: 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,