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: 8 hours agoStatus: Live

Job Summary

Leverage deep wealth management expertise to craft tailored investment strategies that align with client goals and regulatory standards. Lead and support advisory client engagements by determining allocations, executing planning activities, and maintaining client portfolios through rebalancing and performance review. Service accounts, initiate client calls, prepare proposals, and coordinate with attorneys and accountants while presenting plan outcomes and managing meeting follow-ups.

Location: United States

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 client allocations based on investment objectives, risk tolerance, net worth, income, and investment experience.
•Execute investment and planning activities such as rebalancing, money movements, RMDs, tax loss harvesting, and charitable planning.
•Actively service client accounts, including tracking asset transfers, preparing performance reports, processing transaction requests, and handling account paperwork.
•Prepare for meetings and manage follow-up actions; create proposals and coordinate with clients’ attorneys, accountants, and other professionals.

Pay and Benefits

Salary: USD 100,000 - 125,000 annually

Perks:Paid Leave401kHealth Insurance

Key Requirements

•5+ years of wealth management experience (additional experience considered).
•Bachelor’s degree or higher in financial planning, business, accounting, finance, economics, law, or a related field.
•Proficiency in Microsoft Office; experience with CRM, portfolio management, and financial planning software is preferred.
•Ability to independently manage and prioritize multiple projects and maintain organized task management.
•Excellent written and verbal communication skills, with strong problem-solving and influence/consensus-building ability.

Experience:5+ yearsWealth management

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

Skills:CommunicationOrganizationProblem-solvingAdaptabilityIntegrity

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