SVP, Advisor

Aon
United States
Workplace: HybridFull timeUSD 120,000 - 130,000 annuallyFunction: Consulting & AdvisoryExperience: 10+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Influence/consensus-building","Organization","Adaptability"]

Provide wealth management and retirement advisory support for high-net-worth clients, partnering with other advisors to manage client engagements end-to-end. Analyze client goals, risk tolerance, net worth, and income to determine allocations and execute investment and planning actions such as rebalancing, required minimum distributions, tax loss harvesting, and education funding. Monitor portfolio performance, lead client communications and meetings, and create proposals while coordinating with attorneys and accountants.

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FursaFursa
Aon
Aon
2 months ago

SVP, Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Provide wealth management and retirement advisory support for high-net-worth clients, partnering with other advisors to manage client engagements end-to-end. Analyze client goals, risk tolerance, net worth, and income to determine allocations and execute investment and planning actions such as rebalancing, required minimum distributions, tax loss harvesting, and education funding. Monitor portfolio performance, lead client communications and meetings, and create proposals while coordinating with attorneys and accountants.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Sr. Director level

Key Responsibilities

  • •Lead and/or support other advisors in managing client engagements.
  • •Determine client allocations using analysis of investment objectives, risk tolerance, net worth, income, and investment experience.
  • •Execute investment and planning activities including rebalancing, money movements, required minimum distributions, and tax loss harvesting.
  • •Monitor client investments and performance, and recommend portfolio changes as appropriate.
  • •Initiate and field client calls, prepare proposals, and coordinate with clients’ attorneys and accountants as needed.

Pay and Benefits

Salary: USD 120,000 - 130,000 annually
Perks:Paid Leave401kHealth Insurance

Key Requirements

  • •Minimum 10+ years of wealth management experience.
  • •CFP or other wealth management designation is highly preferred.
  • •Ability to independently manage and prioritize multiple projects and manage task lists effectively.
  • •Excellent written and verbal communication skills with strong problem-solving and influence/consensus-building.
  • •Bachelor’s degree or higher, preferably in financial planning, business, accounting, finance, economics, law, or related experience.
Experience:10+ yearsWealth management
Education:Bachelor's in financial planning, business, accounting, finance, economics, law, or related experience
Skills:CommunicationProblem-solvingInfluence/consensus-buildingOrganizationAdaptability
Certifications:CFP
Languages:En-us
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
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