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About the Role

Aspiriant is seeking a Senior Associate for its Planning Strategy & Research (PS&R) group, a central hub for wealth planning innovation and client experience. This nationwide role supports advisors by designing and evolving the firm's wealth planning platform, developing tools and insights to ensure consistent, high-quality client experiences. It is a non-client-facing position focused on enhancing firm operations and delivering scalable planning approaches.

Responsibilities

Drive wealth planning innovation and insight by monitoring trends and translating them into actionable guidance.
Contribute subject matter expertise to develop scalable planning approaches across various financial planning areas.
Build tools, processes, and intellectual capital by designing and refining advisor-facing materials.
Strengthen wealth planning services by improving processes, enhancing usability, and increasing consistency.
Balance standardization with flexibility to ensure high-quality and personalized advice.
Enable and help advisors by developing a deep consideration of their workflows and challenges.
Serve as a trusted internal partner, offering guidance and support to elevate planning quality.
Partner with Learning & Development to design and deliver training for advisors.
Collaborate across the firm to enhance the client experience by evolving platform and processes.
Contribute to firm-wide initiatives that improve client support through everyday planning and complex life events.
Create content and extend the firm’s voice by developing client-facing and internal materials.
Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities.
Represent the firm externally where appropriate, contributing to its reputation as a thought leader.

Requirements

Strong technical knowledge of wealth management and a passion for financial planning.
Intellectual curiosity and accountability.
Excellent listening and relationship management skills.
Strong attention to detail and follow-through.
Effective project management, with the ability to prioritize across multiple responsibilities.
Commitment to continuous growth and development of leadership capabilities.
Clear and effective communication skills, both written and verbal, including presentations.
Ability to collaborate across functions and build strong working relationships.
Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities.
Capability to identify and improve processes to enhance client service and firm efficiency.
Innovative, goal-oriented mindset aligned with Aspiriant’s core values and culture.
Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning.
CFP® designation required.
Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients.
Experience contributing to a wealth management committee within an RIA is strongly preferred.
Proficiency with financial planning tools such as eMoney.
Demonstrated experience across the full financial planning process.
Strong analytical capabilities and sound professional judgment.
Excellent personal and professional references.
Ability to learn and memorize tasks, execute tasks independently, and apply knowledge and judgment to manage situations.
Ability to perform repetitive motions, including substantial movements of the wrists, hands, and fingers for computer keyboard operation.
Ability to use near visual acuity to perform activities such as preparing documents, operating a computer, and reading.
Ability to speak and hear to communicate with team members and clients by phone and in-person.
Must disclose securities holdings and transactions, and adhere to trading restrictions as a Registered Investment Adviser.

Skills

Wealth management
Financial planning
Retirement planning
Charitable giving
Education funding
Insurance
Listening
Relationship management
Attention to detail
Follow-through
Project management
Prioritization
Leadership development
Written communication
Verbal communication
Presentation skills
Collaboration
Adaptability
Process improvement
Innovation
Goal-orientation
eMoney proficiency
Full financial planning process experience
Analytical capabilities
Professional judgment

Location

San Diego
Los Angeles
San Francisco
Mountain View
Irvine
Austin
Minneapolis
Milwaukee
Cincinnati
New York

Work Type

Nationwide search
Hybrid work arrangement

Experience Level

Senior Associate
Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients

Education Level

Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning
CFP® designation required

Benefits

Collaborative work environment
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

About the Company

Aspiriant is 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.
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.
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.

Equal Opportunity

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.