1 jobs found in Deerfield

NFP Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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 : The Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation. 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,...