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.

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 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.
• Assist with client data consolidation and maintenance as needed.
• Assist with special projects as required.
• 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.
• Performs other duties as assigned.

What We’re Looking For

• 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.

Education and/or Experience

• Four-year College Degree.
• Minimum of 5 years of financial service experience preferred.
• Securities Registration preferred.

Certificates, Licenses, Registration

• Completed or pursuing CFP®, CFA or Other Professional Designation.

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.