Aon

3 weeks ago

AVP, Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Serve as an AVP Advisor delivering wealth management and retirement advisory guidance. Lead and support client engagements by analyzing objectives and risk tolerance, executing investment and planning activities (e.g., rebalancing, tax strategies, money movements), and servicing accounts with performance reporting. Prepare proposals, coordinate with external professionals, and present tailored financial plans using planning software while monitoring outcomes and recommending portfolio changes.

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Manager level

Key Responsibilities

•Lead and/or support other advisors in managing client engagements.
•Determine appropriate client allocations based on objectives, risk tolerance, net worth, income, and investment experience.
•Execute investment and planning activities such as rebalancing, money movements, required minimum distributions, tax loss harvesting, and charitable planning.
•Service client accounts by coordinating administrative tasks, tracking asset transfers, and preparing performance reports and transaction paperwork.
•Prepare for client meetings, manage follow-up, and create proposals for prospective clients.

Pay and Benefits

Salary: USD 100,000 - 130,000 annually

Perks:Health Insurance401kPaid Leave

Key Requirements

•4-7 years of wealth management experience.
•Proficiency in Microsoft Office; experience with CRM, portfolio management, and financial planning software is a plus.
•Bachelor’s degree or higher in financial planning, business, accounting, finance, economics, law, or related fields.
•Ability to independently manage and prioritize multiple projects.
•Excellent written and verbal communication skills with strong problem-solving and influence/consensus-building ability.

Experience:4-7 yearsWealth managementInvestment planningRetirement advisory

Education:Bachelor's in financial planning, business, accounting, finance, economics, law or related

Skills:CommunicationProblem-solvingInfluenceOrganizationalAdaptability

Languages:English

Tech Stack:Microsoft OfficeCRMPortfolio managementFinancial planning software

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

Loading job details...

Preparing the role view and application actions.

Aon