Aon

SVP, Senior Wealth Strategist

Aon • $150K — $200K *
US-AnywhereRemote in California, US
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Law degree required, with a strong focus on estate and wealth planning.
  • Minimum of six years of experience specifically in UHNW estate and wealth transfer planning.
  • Experience in a law firm or wealth management firm is essential for understanding complex estate plans.
  • An LLM in Tax is considered a strong advantage.
  • Experience in philanthropy or business succession planning is a differentiator for candidates.

Responsibilities

  • Assist Advisors and clients with strategic wealth preservation mentorship.
  • Generate innovative tax savings and estate planning strategies to minimize taxes and streamline business succession.
  • Consult with UHNW clients and their Advisors to tailor estate plans to unique family circumstances.
  • Educate clients on leveraging assets for long-term multi-generational wealth enrichment.
  • Manage client interactions, adapting to changes in needs and tax regulations for ongoing value delivery.
  • Review and enhance existing estate plans to optimize wealth transfer for future generations.
  • Collaborate with various trusted advisors ensuring comprehensive financial and estate plans are developed.

Benefits

  • Support for continuous learning through external speaking opportunities and content creation.
  • Engagement with a dedicated team in a reputable firm with a focus on UHNW families.
  • Access to a strong network of industry professionals and advisors for collaborative success.
Full Job Description
Summary:

Wealthspire has a long and successful history of serving ultra-high net-worth multi-generational families. As a Senior Wealth Strategist, this role will join an experienced team in shaping Wealthspire's approach to helping multi-generational families understand the challenges and opportunities of managing their wealth through financial, estate and tax planning. This role partners with colleagues across the organization, as well as outside advisors, in strategically advising UHNW clients with estate planning, tax planning and multi-generational planning. This role is also responsible for keeping up to date on estate and tax laws and regulations that may impact UHNW clients and proactively draft alerts and provide both internal and public-facing thought leadership on estate and tax issues. This role will report to the Director of Wealth Strategy.

Responsibilities:
  • Assist Advisors and clients in providing strategic wealth preservation mentorship.
  • Generate ideas regarding tax savings techniques and estate and business planning approaches to reduce income and estate tax, as well as streamline business succession or liquidation planning.
  • Meet with UHNW clients and their Advisors to discuss current estate plans, transfer tax implications, and specific family circumstances, applying your expertise to uncover meaningful planning options.
  • Help clients understand how different assets and sources of wealth should be used to improve wealth for multiple generations and enrich their lives.
  • Proactively manage the prospect pipeline and existing clients. Collaborate with Advisor teams to generate innovative ideas that serve clients and address changes in family situations or tax law.
  • Review current estate plans and analyze opportunities to improve wealth transfer for future generations.
  • Partner with the clients' attorneys, accountants, appraisers, and other trusted advisors to review and carry out strategies. This ensures a detailed financial, estate, and income tax plan covering all clients' goals.
  • Collaborate with clients' accountants in preparation of gift tax returns to ensure accurate reporting and track gift and GST exemption available for future planning.
  • Propose special needs planning strategies to improve a disabled family member's life while maintaining eligibility for government services and benefits.
  • Educate clients on potential asset protection strategies to protect family members from divorcing spouses or other creditors.
  • Assist ultra-high-net-worth clients and their families with estate administration after a family member passes away. Analyze options for planning after death and guide families on asset inheritance.
  • Provide education internally and generate up-to-date intellectual capital in the form of articles, videos, podcasts, and presentations.
  • Observe developments in legislation and write timely notices regarding estate and tax topics that may impact clients.
  • Pursue external speaking opportunities to network with centers of influence and provide access to the community to promote the Aon brand.
  • Act as a liaison for the firm with centers of influence.
  • Raise the profile of the firm through publishing and speaking externally.
  • Collaborate closely with the Director of Wealth Strategy on approaches for growing and advancing the business.

Qualifications:
  • Law degree.
  • Minimum of six years of UHNW estate and wealth transfer planning experience in a law firm or wealth management firm. Must be able to review and explain estate planning documents, and build complex estate plans.
  • LLM in Tax a plus.
  • Advising affluent clients at a wealth management firm is a plus.
  • Specific expertise in philanthropy or business succession planning a plus.

Ideal Candidate:
  • Continuously exhibits personal integrity and professional initiative.
  • Demonstrates a dedication to accuracy by delivering high-quality work.
  • Excellent written and verbal communication skills.
  • Collaborative and able to work effectively with others.
  • Flexible collaborator who is highly adaptable to change and open to innovative ideas.
  • Entrepreneurial approach.
2584326

About Aon

Aon plc is a leading global professional services firm that provides a broad range of risk, retirement and health solutions. The company was founded in 1982 and is headquartered in London, England. Aon operates in more than 120 countries and has a team of over 50,000 employees. The company's services include risk management, insurance brokerage, reinsurance brokerage, human capital consulting, and retirement solutions. Aon is committed to helping clients manage risk and achieve their goals, and is known for its innovative solutions and industry expertise. The company is listed on the New York Stock Exchange under the ticker symbol AON.
Learn more about Aon
Size
50,000 employees
Market Cap
$62.1 billion
Industry
Finance & Insurance
Net Income
$1.9 billion
5 Year Trend
+5.3%
Revenue
$11 billion
NASDAQ
AON
* Ladders Estimates

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