Aon is seeking a Wealth Planner in Madison, WI to support Financial Advisors by developing comprehensive wealth transfer plans. This role focuses on ultra-high-net-worth advisory work, incorporating estate, tax, and multi-generational planning. The ideal candidate will coordinate planning efforts, communicate with clients, and contribute to team discussions. Required qualifications include a CFP, JD, or CPA, and an eagerness to work collaboratively with advisors and senior strategists. We offer a competitive salary between $120,000 and $150,000, along with various employee benefits. #J-18808-Ljbffr
UHNW Wealth Planner & Estate Strategy Lead • Madison, WI, United States
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