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Senior Investment Analyst: Client-Focused Investment Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: NFP, an Aon company
Full Time position
Listed on 2026-08-11
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 126000 - 180000 USD Yearly USD 126000.00 180000.00 YEAR
Job Description & How to Apply Below

NFP, an Aon company, is seeking a Senior Investment Analyst to join its investment team. This salaried role focuses on investment analysis and communicating recommendations to clients, with an annual performance bonus based on regional revenue and retention goals.

We expect at least 5 years’ experience in the retirement plan industry, strong asset allocation and risk analysis skills, and experience evaluating fund managers.

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Position Requirements
10+ Years work experience
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