Senior Wealth Advisor, SVP – Strategic Client Growth

Aon; Los Angeles (CA); On-site; USD 170,000 - 200,000; Full time

Benefits offered by this job

401(k) with match

Paid time off and holidays

Performance-based incentives

Job summary

Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing Directors.

The ideal candidate has over 10 years of experience in wealth management, preferably holds a CFP or CFA designation, and demonstrates strong organizational and communication skills. A competitive salary is offered, ranging from $170,000 - $200,000, along with additional incentives.

Qualifications

• 10+ years of experience in wealth management or related field.
• Professional designation such as CFP or CFA is preferred.
• Strong organizational skills and attention to detail.

Responsibilities

• Partner with Managing Directors to manage client relationships.
• Analyze client investment objectives and risk tolerance.
• Execute investment management and financial planning activities.

Skills

Wealth management

Financial planning

Client relationship management

Analytical skills

Communication

Education

Bachelor's degree or higher in a related field

Tools

Microsoft Office

CRM systems

Financial planning software

Job description

Aon is seeking a Wealth Advisor at the SVP level in Los Angeles to partner with the Ground Control team. This role entails managing client relationships, analyzing investment objectives, and executing financial planning activities while working closely with the Managing Directors.

The ideal candidate has over 10 years of experience in wealth management, preferably holds a CFP or CFA designation, and demonstrates strong organizational and communication skills. A competitive salary is offered, ranging from $170,000 - $200,000, along with additional incentives.