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Aspiriant · 1 day ago

Associate - Wealth Management

San Francisco, CA

Full-time

Hybrid

Entry, Mid Level

$40/hr - $48/hr

1+ years exp

Aspiriant is a leading, independent, 100% employee-owned wealth management firm. The Associate will work directly with senior advisors and clients, providing complex financial planning and investment solutions while coordinating with various financial service professionals.

Financial ServicesPersonal FinanceWealth Management

Work & Life Balance

Responsibilities

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 analyses based on personal financial goals, current financial data, tax rates, inflation, and investment assumptions

Facilitate the integration of projects and analysis 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

Qualification

Financial planningInvestment analysisExcel proficiencyPowerPoint proficiencyWord proficiencyTax analysisBusiness developmentCollaborationAttention to detailSelf-starter

Required

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 individual 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

Bachelor's degree required

1-3 years of experience serving wealth management clients, preferably directing them through a long-range capital sufficiency process, and advising on portfolio decisions