# SVP, Advisor at Aon

Aon is hiring an SVP, Advisor in Los Angeles, United States. It pays $170k-$200k a year and Level rates it Little AI ●○○○; you can [apply on Aon](https://jobsbylevel.com/go/0e9b7c2a-61d7-47f7-bfeb-6fd7158a7bc4?utm_medium=ai-agent).

AI Level 1, AI centrality 34 out of 100. Los Angeles, California.

## Details

- Company: [Aon](https://jobsbylevel.com/companies/aon)
- AI level: AI Level 1 (score 34 out of 100)
- Location: Los Angeles, California
- Salary: $170k-$200k
- Posted: June 29, 2026
- Apply: https://jobsbylevel.com/go/0e9b7c2a-61d7-47f7-bfeb-6fd7158a7bc4?utm_medium=ai-agent
- Free CV review for this job: https://jobsbylevel.com/cv-review?job=svp-advisor-at-aon-1aebbe

## Description

Posting Description About the Company: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities. Position Overview: Wealthspire is seeking a Wealth Advisor at the SVP level to work closely with the Ground Control team. This role will be based in the Ground Control’s Century City, Los Angeles office. The successful candidate will function as a trusted investment resource, partnering with the Ground Control team to address client needs and inquiries. As part of Wealthspire’s infrastructure, including its best-in-class investment and service teams, the Advisor will collaborate closely with the Ground Control Managing Directors and broader team to deliver integrated strategic wealth management solutions. Key Responsibilities: Partner closely with the Ground Control Managing Directors to assist in managing and servicing client relationships and engagements on an ongoing basis. Analyze client investment objectives, risk tolerance, net worth, income, and investment experience to determine appropriate account structures and asset allocations. Execute investment management and financial planning activities, including portfolio rebalancing, cash and money movements, required minimum distributions, tax-loss harvesting, charitable planning strategies, lending evaluations, and education funding analysis. Monitor client portfolios, review investment performance, and recommend adjustments in alignment with client goals and market conditions. Manage and respond to ad hoc inbound client inquiries related to investment opportunities; conduct research and coordinate with external advisors or subject-matter experts as required. Actively service client accounts by performing and coordinating administrative functions, including account and asset transfers, transaction processing, performance reporting, and completion of required documentation. Work closely with the Ground Control Managing Directors to ensure consistent, high-quality client service across investment, planning, and account-related inquiries. Assist in the development and presentation of comprehensive financial plans using approved financial planning software and tools. Prepare for, attend, and follow up on client meetings, including documentation of action items and coordination of next steps. Develop and prepare proposals and presentation materials for prospective clients. Coordinate with clients’ external advisors, including attorneys, accountants, and other professional partners, to support integrated planning solutions. Maintain and continuously expand working knowledge of financial planning disciplines, including estate and gift planning, income tax strategies, insurance solutions, credit and lending options, education funding, and charitable and philanthropic planning. Pursue ongoing professional development, including additional licenses or professional designations, and actively participate in internal training, external education programs, and industry networking events. Qualifications: Bachelor’s degree or higher in financial planning, business, accounting, finance, economics, law, or a related discipline, or

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/svp-advisor-at-aon-1aebbe

Source: https://jobsbylevel.com/jobs/svp-advisor-at-aon-1aebbe

## Cite this page

Level. https://jobsbylevel.com/jobs/svp-advisor-at-aon-1aebbe.

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