×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Advisor / Consultant Financial Services Wealth Management

Strategic Wealth Planning Associate

Job in Mountain View, Santa Clara County, California, 94039, USA
Listing for: ASPIRIANT LLC
Full Time position
Listed on 2026-05-15
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 85000 - 110000 USD Yearly USD 85000.00 110000.00 YEAR
Job Description & How to Apply Below
ASPIRIANT LLC is seeking a Senior Associate for its Planning Strategy & Research group. This non-client-facing role emphasizes wealth planning innovation, tool development, and enhancing advisor-client interactions. The role involves collaborating across departments such as Compliance and Client Service Operations to improve client service and ensuring high-quality, personalized experiences. Ideal candidates should possess a bachelor's degree and three years of experience in wealth management, demonstrating strong financial planning skills and experience with high-net-worth clients.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)
0
200
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search