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Wealth Planning Innovation Associate
Job in
Mountain View, Santa Clara County, California, 94039, USA
Listed on 2026-06-18
Listing for:
Energy Jobline ZR
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Aspiriant is seeking a Senior Associate for our Planning Strategy & Research group. This role is pivotal in designing our wealth planning platform and developing tools for advisors. The ideal candidate should have a strong background in wealth management and a CFP® designation.
This position supports client-facing professionals to enhance client experiences, and offers a hybrid work arrangement, a bonus program, and educational assistance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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