Associate - Wealth Management - Position

Overview

The Associate assists a team of Wealth Management Managers and Directors with client services such as preparing net worth statements, cash flows, and long-range financial projections. The role involves direct client contact, ongoing project support to the Wealth Management group, and participation in Business Development efforts. This opportunity is with Aspiriant, a leading independent 100% employee-owned wealth management firm.

• Help gather financial information and prepare net worth, cash flow, investment planning, and investment policy statements for wealth planning engagements
• Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions
• Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and email messages
• Initiate and respond to emails and phone calls with clients and other advisors, in a timely manner with prior consultation with a Wealth Management Manager or Director
• Proactively recognize client issues, propose solutions, and contribute insights to analyses
• Participate in weekly firm-wide and client-specific strategy meetings and continuing education discussions
• Contribute to process engineering initiatives, developing solutions and proposing more efficient ways of working
• Work independently and with the team to develop new business opportunities and cultivate client relationships
• Recommend appropriate trades for monthly rebalancing of client portfolios and address other needs as required
• Other duties as assigned

• Strong understanding of personal financial planning including retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation
• Proficiency in Microsoft Suite (Excel, Word, Outlook);
  PowerPoint helpful
• Proficiency in Advisor View and iRebal; familiarity with eMoney and Naviplan;
  Salesforce used for CRM
• Familiarity with managing investments, portfolio design, and diversification
• Working knowledge of mutual funds, including research techniques and selection criteria

• Outstanding communication skills – both written and verbal
• Self-starter who takes ownership of work and communicates with the team to drive projects to completion

• Extremely detail oriented with the ability to juggle multiple priorities
• Impeccable confidentiality
• Team player who thrives in a fast-paced environment
• Ability to report to Managers and Directors on tasks and manage priorities in periods of high workload
• Desire to cultivate new client relationships
• Excellent personal and professional references

We will consider any combination of experience and education that provides the knowledge, skills, and abilities to perform the job. A typical path includes:

• Bachelor’s degree required
• Interest in pursuing CFP designation recommended

• Collaborative work environment – Together, We Achieve More
• Environment supportive to 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

Aspiriant is a leading, independent wealth management firm committed to diversity, inclusion, and belonging. We value a broad range of perspectives and backgrounds and strive to balance professional and personal lives while delivering exceptional client service.

Aspiriant is an Equal Opportunity Employer and adheres to Fair Chance ordinances. We provide equal opportunities in employment regardless of race, color, national origin, ancestry, sex, age, religion, disability, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or other protected characteristics. Aspiriant is a Registered Investment Adviser regulated by the SEC and requires disclosure of securities holdings and transactions where applicable.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales
• Industries:
  Investment Management