Aon

3 weeks ago

SVP, Advisor

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Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Serve as a trusted Wealth Advisor at the SVP level, partnering with the Ground Control team to manage and service client relationships. Advise on investment objectives, risk tolerance, and account structures, executing portfolio management and financial planning activities such as rebalancing, tax-loss harvesting, and charitable strategies. Monitor performance, respond to client inquiries, and prepare proposals and financial plans using approved tools and software.

Location: Los Angeles

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Director level

Key Responsibilities

•Partner with Ground Control Managing Directors to manage and service client relationships and engagements.
•Analyze client objectives, risk tolerance, net worth, income, and investment experience to determine account structures and asset allocations.
•Execute investment management and financial planning activities including portfolio rebalancing, required minimum distributions, tax-loss harvesting, and lending and education funding analysis.
•Monitor portfolios and investment performance, recommending adjustments aligned to client goals and market conditions.
•Prepare financial plans, proposals, and presentation materials; coordinate with external advisors and handle inbound client investment inquiries.

Pay and Benefits

Salary: USD 170,000 - 200,000 annually

Perks:Paid Leave401k

Key Requirements

•Bachelor’s degree or higher in financial planning, business, accounting, finance, economics, law, or a related discipline, or equivalent professional experience.
•10+ years of experience in wealth management or a related financial services field.
•A professional designation such as CFP or CFA is strongly preferred.
•Demonstrated entrepreneurial mindset and ability to independently manage and prioritize multiple initiatives.
•Excellent written and verbal communication skills with strong organizational attention to detail.

Experience:10+ years

Education:

Skills:Entrepreneurial mindsetOrganizational skillsAttention to detailCommunicationProblem-solvingReliabilityAccountabilityIntegrityProactiveCollaboration

Certifications:CFPCFA

Languages:English

Tech Stack:Microsoft OfficeCRMPortfolio management platformsFinancial 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

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Aon