Associate - Wealth Management

Overview

We are growing our San Francisco based team and seeking to hire an associate. Our work environment is fast-paced, and you will have the opportunity to work directly with senior advisors and clients, providing complex financial planning and investment solutions. You are a self-starter, highly organized, detail oriented, accessible, approachable, and you play well with others. You must be dependable and able to assist with the management and coordination of the work done on behalf of clients by various financial service professionals both externally (CPAs, estate planners, insurance professionals etc.)

and internally (Tax Services, Strategic Planning, and Investment Strategy & Research).

• 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

• Participate in internal strategy discussions for clients.
• Gather financial information and prepare client balance sheets, cash flow schedules, investment planning deliverables, and insurance summaries utilizing financial planning software and other tools.
• Develop and present long-term capital sufficiency assessments based on personal financial goals, current financial data, tax rates, inflation, and investment assumptions.
• Facilitate the integration of projects and evaluations done on behalf of our clients.
• Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and client communications.
• Coordinate with other team members/professionals to implement financial plans on behalf of clients.
• Initiate and answer emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner.
• Participate in the continued process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively.
• Partner with managers and directors to reach business development goals.
• Other duties as assigned.

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 are also warm, passionate and genuine.

The attributes and talents that lead to success in the role are:

• Basic understanding of comprehensive financial planning topics such as retirement planning, employee benefits, insurance, investments, asset allocation, estate planning techniques, income taxation, and executive compensation.
• Basic understanding of individual/entity income tax rules and ability to analyze individual/entity income tax returns.
• Basic understanding of financial statements including balance sheets and cash flow statements.

• Proficiency in Excel, Word and PowerPoint required.

• Familiarity with investments, including concepts of portfolio design and diversification.
• Extremely meticulous – must have proven ability to juggle multiple priorities.
• Must be a self-starting person who takes accountability for their work and actively sees projects through to successful inclusion while maintaining a high level of communication with team members.
• A collaborator who will thrive in a fast-paced environment.
• Passion for business development and interest in gaining business development skills.

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:

• Bachelor’s degree required. We prefer a financial planning program, accounting, finance, law, economics, and/or considerable experience in a related field. Graduate degree…