Senior Wealth Advisor & Strategy Lead
Job in
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-07-07
Listing for:
AON PLC
Full Time
position Listed on 2026-07-07
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
AON PLC is seeking an AVP, Advisor to leverage financial expertise in crafting tailored investment strategies. Located in Bethesda, Maryland, the role emphasizes client engagement, ensuring optimal investment outcomes through a collaborative environment.
Your responsibilities will include managing client relationships, executing sophisticated financial plans, and developing wealth solutions. Candidates should possess a Bachelor’s degree and 5+ years of wealth management experience. A comprehensive rewards package and a supportive workplace culture awaits.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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