NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Page at https://careers.nfp.com.

This is a hybrid position with in-office flexibility 3 days a week.

Essential Duties and Responsibilities

• Provide support to Sr. Advisors in all areas of financial planning.
• Prepare materials for client meetings; work with other Wealth Management team members to ensure client meetings are prepared thoroughly and accurately.
• Attend most client meetings with Sr. Advisor and/or Paraplanner
• Take notes during the meetings.
• Types up case notes for the file.
• Learn to manage the follow-up task from client meetings.
• Delegate the follow-up tasks to the appropriate people on the team.
• Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.)
• Create and/or update financial plans for clients.
• Assist with special projects as required.
• Participate in the Investment Committee meetings.
• Assist Paraplanner with the investment management screening.
• Enter data into SmarthOffice CRM.
• Learn the Personal CFO Model.
• Performs other duties as assigned.

What We’re Looking For

• Excellent interpersonal skills
• Strong interest and commitment to develop sales skills.
• Ability to work independently and in a team setting.
• Demonstration of project management and consulting skills.
• Effective time management and decision-making skills.
• Ability to express ideas clearly in both written and oral communications.
• Strong Microsoft Word, Outlook, Excel, and PowerPoint skills.
• Understanding of basic investment principals and knowledge (as demonstrated by education history, continuing education, and/or work experience).
• Travel to client offices and work locations 50% of the time, and more travel during periods of heavy activity, such as fall open enrollment season.

Education and/or Experience

• Bachelors’ degree or higher from an accredited university; major in financial planning, business, accounting, finance or economics preferred.
• Minimum of 3 – 5 years of financial service experience preferred.

Certificates, Licenses, Registration

• Securities License required.

Who We Are:

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and 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.

What We Offer:

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.