NFP, an Aon company · 3 days ago
SVP, Wealth Advisor
Cleveland, OH
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expNFP Corp is a leading wealth management firm that specializes in providing comprehensive financial solutions. They are seeking a Wealth Advisor to collaborate with team members in managing client engagements and assisting high net-worth clients with their financial planning and investment needs.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Lead and/or support other advisors in the management of client engagements
Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge
Execute investment and planning activities (e.g. rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.)
Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.)
Initiate and field client calls on various topics and miscellaneous requests (e.g. account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.)
Assist with the development of client financial plans using financial planning software and present results and solutions to clients
Monitor client investments, review performance, and suggest changes to client portfolios as appropriate
Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities
Create proposals for prospective clients
Coordinate with clients’ attorneys, accountants, and other professionals as needed
Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc
Pursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking events
Deepen existing client relationships; seek client referrals
Participate in community outreach, networking and marketing activities to drive new business opportunities
Leverage local centers of influence to extend referral network
Provide ongoing training and serve as a mentor to advisory staff
Qualification
Required
Minimum 10+ years of wealth management experience (other or additional experience will be considered)
Ability to independently manage and prioritize multiple projects
Organized, detail-oriented, and able to effectively manage task lists
Excellent written and verbal communication skills
Flexible team player who is highly adaptable to change and open to new ideas
Ability to think creatively
Reliable, follows through on commitments
Personal integrity and professional initiative
Strong problem-solving and influence/consensus-building skills
Strong communication and organizational skills
Ability to work through questions and concerns collaboratively
Proficiency in Microsoft Office
Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law or related experience
Preferred
CFP other wealth management designation highly preferred
Experience with CRM, portfolio management and financial planning software is a plus
Previous supervisory experience managing teams is a plus
Benefits
Competitive salary
Paid time off and holidays
401(k) plan with company match
Exclusive discount programs
Robust health and wellness benefits
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase