Aon

3 weeks ago

AVP, Advisor

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Last checked: 9 hours agoStatus: Live

Job Summary

Support client advisory engagements by analyzing investment objectives, risk tolerance, and financial profiles to determine appropriate allocations. Execute investment and planning activities such as rebalancing, money movements, required minimum distributions, tax loss harvesting, and charitable planning. Serve clients through account administration, performance reporting, and meeting follow-ups, while creating proposals and coordinating with legal and accounting professionals. Use financial planning software to develop and present tailored wealth plans and help pursue ongoing professional development.

Location: Seattle

Workplace: Hybrid

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Manager level

Key Responsibilities

•Support other advisors in managing client engagements and determining suitable investment allocations.
•Execute investment and planning activities including rebalancing, money movements, required minimum distributions, tax loss harvesting, and charitable planning.
•Provide ongoing client service by coordinating account administration tasks and preparing and presenting performance reports.
•Initiate and handle client calls, attend client meetings, and complete meeting follow-up activities.
•Create proposals, assist in developing financial plans using financial planning software, and coordinate with attorneys, accountants, and other professionals as needed.

Pay and Benefits

Salary: USD 80,000 - 115,000 annually

Perks:Paid Leave401kHealth Insurance

Key Requirements

•3+ years of wealth management experience.
•CFP or other recognized wealth management or financial planning designation is required.
•Proficiency in Microsoft Office; experience with CRM, portfolio management, and financial planning software is a plus.
•Bachelor’s degree or higher in a related field such as financial planning, business, accounting, finance, economics, or law.
•Strong written and verbal communication skills, with the ability to independently manage and prioritize multiple projects.

Experience:3+ yearsWealth management

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

Skills:CommunicationProblem-solvingInfluenceOrganizational skillsAdaptability

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

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon