SVP Advisor

AON • Appleton, WI • 3h ago

JOB REQUIREMENTS: Posting Description Who We Are: We are a newly
independent wealth management firm, with approximately \$500 million in
revenue, recently carved out from a larger parent company and acquired
by a leading private equity sponsor. With a strong foundation of client
relationships, acquisitions, and growth potential, we are in the process
of standing up new systems, processes, and controls to support our next
phase of expansion. This is a unique opportunity to help shape the tax
infrastructure of a high-growth platform from the ground up. Summary:
Wealthspire Advisors is in search of a Wealth Advisor .This position
entails collaborating with other members of the team to serve the wealth
management and financial planning needs of our high net-worth clients
and their families. Responsibilities Lead and/or support other advisors
in the management of client engagements. Determine appropriate client
allocations through analysis of investment objectives, risk tolerance,
net worth, income, and investment experience, or other knowledge.
Execute investment and planning activities (e.g., rebalancing
portfolios, money movements, required minimum distributions, tax loss
harvesting, charitable planning, lending evaluation, education funding,
etc.). Monitor client investments, review performance, and suggest
changes to client portfolios as appropriate. Actively service client
accounts by performing and/or coordinating administrative tasks (e.g.
tracking and monitoring account/asset transfers, preparing and
presenting performance reports, processing transaction requests as
directed, handling necessary paperwork for accounts, etc.). Initiate and
field client calls on various topics and miscellaneous requests (e.g.,
account specific questions, general inquiries regarding portfolios,
investment market discussions, planning items, money movements, etc.).
Assist with the development of client financial plans using financial
planning software and present results and solutions to clients. Prepare
for and attend client meetings and manage and/or complete all meeting
follow-up activities. Create proposals for prospective clients.
Coordinate with clients\' attorneys, accountants, and other
professionals as needed. Develop and maintain working knowledge of
various financial planning concepts, such as gift, estate and income tax
planning, insurance, credit solutions, education funding,
charitable/philanthropic strategies, etc. Pursue professional
development opportunities to include additional licenses and/or
designations and actively participate in internal and external... For
full info follow application link. Aon provides equal employment
opportunities (EEO) to all employees and applicants for employment
without regard to race, color, religion, creed, sex, sexual orientation,
gender identity, national origin, age, disability, veteran, marital, or
domestic partner status. Aon is committed to a diverse workforce and is
an affirmative action employer. *** APPLICATION INSTRUCTIONS:
Apply Online: ipc.us/t/7EC86C147B374F54

AON

Go to Apply

Share this job

Similar Jobs

Retail Associate

Ross Stores, Inc. • Oshkosh, WI • 1h ago

Retail & Hospitality

Our values start with our people, join a team that values you! Bring your talents to Ross, our leading off-price retail chain with over 2,200 stores, and a strong track record of success and growth. Our focus has always...

1h ago

Go to Apply

Retail Associate

Ross Stores, Inc. • Ashwaubenon, WI • 1h ago

Retail & Hospitality

1h ago

Go to Apply

Encapsys Process Improvement Engineer

MILLIKEN & COMPANY • Appleton, WI • 2h ago

IT & Engineering

JOB REQUIREMENTS: Milliken & Company is a global manufacturing leaderwhose focus on materials science delivers tomorrow\'s breakthroughs today. Fromindustry-leading molecules to sustainable innovations, Milliken crea...

2h ago

Go to Apply

Operations Manager

DUCOMMUN LABARGE INC • Appleton, WI • 3h ago

Management & Administrative

JOB REQUIREMENTS: Operations Manager Provide leadership, supervisor, coordination, and direction for operations to ensure conformance to quality standards, meeting delivery targets, and financial goals. Who are we? Found...

3h ago

Go to Apply

Hospice RN Administrator I - $10K Sign-On Bonus

Gentiva • De Pere, WI • 3h ago

Hospital & Medical

Overview Lead with Compassion. Serve with Purpose. We have an exciting and rewarding opportunity for a RN Hospice Administrator to join our leadership team. This role is ideal for a licensed Registered Nurse (RN) with st...

3h ago

Go to Apply

Warehouse Worker

Aerotek • Appleton, WI • 3h ago

Manufacturing & Warehouse

Job Title: Warehouse Worker Job Description Join the team in our Appleton manufacturing facility where you will complete a variety of shipping, receiving, and other relevant warehouse related tasks. You will be responsib...

3h ago

Go to Apply

Registered Nurse ICU

Ascension Health • Appleton, WI • 4h ago

Hospital & Medical

Your future role at a glance Location: Appleton, WI Facility: St. Elizabeth Department: ICU Schedule: PRN night shift 1845-0715 | pick up shifts based on unit need Life at Ascension: Where purpose meets opportunity Ascen...

4h ago

Go to Apply

Administrative Assistant

FLEX-STAFF INC - CHILTON • Chilton, WI • 4h ago

Management & Administrative

JOB REQUIREMENTS: Chilton Company Seeks a highly organized and detail-oriented individual to join their team as an Administrative Assistant. Do you thrive in a fast-paced environment and enjoy supporting a dynamic team?...

4h ago

Go to Apply

Truck Driver Refrigerated OTR Fleet

Roehl Transport • Kaukauna, WI • 8h ago

Trucking & Construction

In our OTR Refrigerated Fleet driving job, you'll haul cheese and other frozen or temperature controlled products in state-of-the-art trailers across 48 states and Canada. As you see the nation, you'll also see many diff...

8h ago

Go to Apply

ACCOUNTING ASSOCIATE

Compass Group, North America • Appleton, WI • 8h ago

Finance, Accounting & Banking

Canteen Position Title: ACCOUNTING ASSOCIATE - APPLETON, WI Salary: $20 - $21/hr Other Forms of Compensation: Growth. Opportunity. Excellence. Canteen brings break time to everyone. We combine food, service, and experien...

8h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)