Senior Associate - Wealth Management - EFO

Wealth Management Senior Associate

As a member of a client service team, the Wealth Management Senior Associate is responsible for helping the Wealth Management Managers and Directors in our Exclusive Family Office with the services provided to clients such as the preparation of net worth statements, cash flows, long-range financial projections, income tax projections and various evaluations. The associate will assist with the integration and coordination of the work done on behalf of clients by the various groups including Tax Services, Accounting and Banking Services, and Investment Advisory Services.

The Senior Associate is expected, from time to time, to have direct contact with clients, vendors, and other advisors as necessary as part of the client service team.

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Aspiriant's Exclusive Family Office delivers comprehensive, integrated wealth management and advisory services tailored to ultra-high-net-worth and multi-generational families.

• Collaborative work environment – Together, We Achieve More
• Environment supportive of learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How you will contribute:

• Participate in internal strategy discussions for clients
• Assist with the coordination and integration of projects and assessments done by the various groups
• Review financials and income tax projections/tax returns prepared by the Tax Services Group
• Gather tax information for preparation of client's tax returns by the Tax Services Group
• Gather and compile client's financial information to prepare net worth, cash flow, investment planning, insurance summaries and other tools for use in wealth planning engagements
• Prepare long-term capital sufficiency analyses based on client's personal financial goals, current financial data, and investment assumptions
• Communicate with clients to request information, clarify data, and follow up on outstanding items in a timely and professional manner
• Attend client meetings (virtual and in-person) alongside senior advisors; assist with meeting preparation, note-taking, and follow-up items

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to "a cocker spaniel."

We like the comparison. Our relationships with clients are professional first and foremost. They're also warm, passionate and genuine.

This role offers strong career progression, with team members who demonstrate high performance having the opportunity to advance quickly within the organization. The attributes and talents that lead to success in the role are:

Knowledge:

• Basic understanding of comprehensive personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation
• Understanding of individual/entity income tax rules and ability to analyze individual/entity income tax returns
• Basic understanding of financial statements; including balance sheets, profit loss and cash flow

Skills:

• Experience preparing and/or reviewing tax returns of UHNW individuals (personal, trust, privately held companies, family limited partnerships and foundations)
• Clearly and confidently presents financial planning materials and concepts to clients, and is able to thoughtfully address most ad hoc questions related to their situations

Abilities:

• Strong organizational and time-management skills, with the ability to manage and track multiple projects simultaneously
• Ability to work effectively with multiple directors and cross-functional team members to coordinate client projects and deliverables
• Strong communication skills, including the ability to clearly and professionally communicate with internal team members and clients
• Ability to prioritize tasks, proactively communicate status and next steps, and follow through to completion
• Proficiency in Excel and Word required. Experience with eMoney is highly desirable
• Takes ownership of all aspects of the client engagement (anticipation of issues, strategy development, meeting prep, follow-up, execution).
• Demonstrates intellectual curiosity and takes a proactive, self-motivated approach to learning…