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About the Role
Assist Wealth Management Managers and Directors with client services, including preparing financial statements, projections, and supporting client engagements with financial planning knowledge.
Responsibilities
- Gather financial information and prepare net worth, cash flow, investment planning, and investment policy statements.
- Prepare long-term cash-flow analyses based on client goals, financial data, and investment assumptions.
- Prepare and review initial drafts of meeting agendas, presentations, and emails.
- Respond to client and advisor communications thoroughly and timely.
- Recognize client issues, propose solutions, and add insight to analysis.
- Participate in client meetings, support preparation, and present assigned materials.
- Take notes and provide meeting summaries for clients.
- Monitor action items and coordinate with appropriate departments.
- Participate in firm-wide and client-specific strategy meetings and continuing education discussions.
- Participate in process engineering, developing solutions and proposing new ways of working.
- Become proficient in financial planning software and CRM.
- Support business-development efforts with COIs, including logistics, communications, and follow-up.
- Assist with Aspiriant-sponsored activities and events.
- Partner with managers and directors to reach business development goals.
- Perform other duties as assigned.
Requirements
- Strong knowledge of personal financial planning (retirement, employee benefits, insurance, investments, estate planning, executive compensation).
- Solid investment background and comfort advising on portfolio optimization.
- Proficiency in Microsoft Suite (Excel, Word, Outlook).
- Familiarity with managing investments, including portfolio design and diversification.
- OUTSTANDING written and verbal communication skills.
- Ability to take ownership of client engagements.
- Ability to fluently present financial planning materials and concepts.
- EXTREMELY meticulous with a proven ability to juggle multiple priorities.
- Impeccable ability to maintain privacy.
- Self-starter who takes accountability and sees projects through to completion.
- Collaborator who will thrive in a fast-paced environment.
- Ability to effectively report to multiple professionals and manage priorities.
- Interest in learning business-development practices and supporting relationship management.
Skills
- Financial planning analysis
- Client-service coordination
- Investment-related work
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft PowerPoint
- Communication skills
- Client relationship management
- Financial analysis
- Portfolio optimization
- Process engineering
Location
- Office (primarily sedentary work)
Work Type
- Hybrid work arrangement
Experience Level
- 2-4 years of experience supporting wealth-management clients
Education Level
- Bachelor’s degree required
- Degree in financial planning, accounting, finance, law, and/or economics preferred
- Currently enrolled in a CFP program, or have active CFP® license
- CIMA® or CFA® coursework valued but not required
Benefits
- Collaborative work environment
- Supportive environment for learning and career growth
- 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.
- Core values guide the firm to seek diverse perspectives, talent, and backgrounds.
- Strives to cultivate a work environment that balances professional and personal lives.
- Aspiriant is committed to diversity, inclusion and belonging.
- A diverse and inclusive culture is essential for providing the best to clients and people.
- Aspiriant is a Registered Investment Adviser, subject to SEC regulation.
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.