Aon

1 day ago

SVP, Senior Wealth Strategist

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Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Advise ultra-high-net-worth multi-generational families on wealth preservation through estate planning, tax planning, and wealth transfer strategies. Stay current on estate and tax laws, draft proactive alerts, and provide internal and public thought leadership. Partner with attorneys, accountants, appraisers, and other advisors to design and implement comprehensive financial, estate, and income tax plans, while managing client relationships and prospect pipelines.

Location: California

Workplace: Remote

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Sr. Director level

Key Responsibilities

•Provide strategic wealth preservation mentorship to advisors and clients.
•Generate tax savings and estate/business planning ideas to reduce income and estate tax and streamline business succession or liquidation planning.
•Meet with UHNW clients to discuss estate plans and transfer tax implications, uncovering meaningful planning options.
•Partner with attorneys, accountants, appraisers, and other trusted advisors to review and implement strategies and prepare gift tax return reporting.
•Proactively manage client relationships and prospect pipeline, and contribute thought leadership through publishing and speaking while monitoring legislative developments.

Key Requirements

•Law degree.
•Minimum six years of UHNW estate and wealth transfer planning experience in a law firm or wealth management firm.
•Ability to review and explain estate planning documents and build complex estate plans.
•LLM in Tax is a plus.
•Experience advising affluent clients and expertise in philanthropy or business succession planning is a plus.

Education:Professional (JD, MD, etc.)

Skills:IntegrityInitiativeAccuracyWritten communicationVerbal communication

Company Brief

Aon

Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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