Associate - Wealth Management bei Aspiriant

The Associate assists a team of Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements and cash flows, and long-range financial projections.   The Associate is expected to have direct client contact as well as provide ongoing project support to the firm’s Wealth Management group and directly participate in Business Development efforts.

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. 

• Collaborative work environment where 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

How you will contribute:

• Help gather financial information and prepare net worth, cash flow, investment planning and investment policy statements, and other tools for use in 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 (to/from clients and their other advisors) in a thorough and timely manner with prior consultation with a Wealth Management Manager or Director
• Proactively recognize client issues, propose solutions and add insight to analysis
• Participate in weekly firm-wide and client-specific strategy meetings and continuing education discussions
• Participate in the continued process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively
• Work individually and alongside the team, to develop new business opportunities and cultivate new client relationships
• Recommend appropriate trades for monthly rebalancing of client portfolios, and other needs, as required
• Other duties as assigned

Is this you?

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’re also warm, passionate and genuine. 

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

Knowledge:

• Interest in pursuing CFP^® designation required 
• Strong understanding of personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation
• Familiarity with managing investments, including concepts of portfolio design and diversification
• Working knowledge of mutual funds, including research techniques and selection criteria

Skills:

• OUTSTANDING communication skills – both written and verbal
• MUST be a self-starting person who takes responsibility for his/her work and sees projects through to successful conclusion while maintaining a high level of communication with team members
• A team player who will thrive in a fast-paced environment

Abilities:

• EXTREMELY detail oriented – must have proven ability to juggle multiple priorities
• Impeccable ability to maintain confidentiality
• Ability to effectively report to Managers and Directors on a large variety of tasks and manage priorities amid an occasionally heavy volume of work

Experience and Education:

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
• Proficiency in Microsoft Suite (Excel, Word, Outlook) required.  PowerPoint helpful.
• Proficiency in Advisor View and iRebal, and other investment management and/or financial planning applications such as eMoney and helpful.  Salesforce is used for Customer Relationship Management

Physical Demands and Work Environment:

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Aspiriant is committed to diversity, inclusion and belonging.  

A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position.

www.aspiriant.com

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.