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Job Description
Financial Planning Consultant
We are seeking a skilled Financial Planning Consultant to join our team, providing tailored advice to individual clients on retirement planning, investments, and financial planning.
About the Role
- Provide consultative financial planning advice to individual clients
- Meet with clients to discuss their financial needs and goals
- Develop and implement financial plans to help clients achieve their goals
- Manage and build relationships with existing and new clients
- Meet sales targets and contribute to the team's overall goals
About Aon
Aon is a global professional services firm that helps organizations make better decisions and protect and enrich the lives of people around the world.
What We Offer
- A competitive salary and comprehensive benefits package
- A fun and engaging work environment with a team-based approach
- Opportunities for professional growth and development
- A commitment to diversity, equity, and inclusion
Requirements
- Previous experience in financial planning or a related field
- Strong interpersonal and communication skills
- Ability to build and maintain relationships with clients
- Strong understanding of financial planning principles and practices
- Ability to work in a team-based environment
About Our Culture
We value diversity, equity, and inclusion and are committed to creating a workplace where all colleagues feel empowered to be their authentic selves.
We offer a range of benefits and programs to support our colleagues' wellbeing and work-life balance, including flexible working arrangements and a comprehensive wellbeing program.