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3 weeks ago

AVP, Advisor

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Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Lead wealth management and retirement advisory client engagements by analyzing investment objectives, risk tolerance, and financial circumstances to build tailored investment strategies and financial plans. Execute ongoing investment and planning activities such as portfolio rebalancing, money movements, tax-related strategies, and required distributions. Serve clients through reporting, transaction processing, and meeting follow-ups while creating proposals and 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 by analyzing investment 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, preparing performance reports, and processing transaction requests.
•Initiate client calls, assist with building and presenting financial plans using financial planning software, and manage meeting follow-ups. “

Pay and Benefits

Salary: USD 88,000 - 120,000 annually

Perks:Paid Leave401kHealth Insurance

Key Requirements

•Minimum 4-7 years of wealth management experience.
•Bachelor’s degree or higher, preferably in financial planning, business, accounting, finance, economics, law, or related field.
•Proficiency in Microsoft Office; experience with CRM, portfolio management, and financial planning software.
•Ability to independently manage and prioritize multiple projects and manage task lists effectively.
•Excellent written and verbal communication skills, with integrity and the ability to solve problems and influence/achieve consensus.

Experience:4-7 yearsWealth management

Education:Bachelor's

Skills:CommunicationOrganizational skillsProblem-solvingInfluence/consensus-buildingAdaptability

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

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