Associate - Wealth Management

ASPIRIANT LLC•Mountain View, CA

5d•Hybrid

About The Position

As a member of a client service team, the Wealth Management Associate is responsible for helping the Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements, cash flows, long-range financial projections, income tax projections and various evaluations. The associate will assist with the integration and coordination of the work done on behalf of clients by the various groups including Tax Services, Expense Management, and Investment Advisory Services. The Associate is expected, from time to time, to have direct contact with clients, vendors, and other advisors as necessary as part of the client service team. 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.

Requirements

Basic understanding of comprehensive personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation
Understanding of individual/entity income tax rules and ability to analyze individual/entity income tax returns
Basic understanding of financial statements; including balance sheets, profit loss and cash flow
Experience preparing and/or reviewing tax returns of UHNW individuals (personal, trust, privately held companies, family limited partnerships and foundations)
Strong organizational and time-management skills, with the ability to manage and track multiple projects simultaneously
Ability to work effectively with multiple directors and cross-functional team members to coordinate client projects and deliverables
Strong communication skills, including the ability to clearly and professionally communicate with internal team members and clients
Ability to prioritize tasks, proactively communicate status and next steps, and follow through to completion
Proficiency in Excel and Word required
Bachelor’s degree required. Prefer accounting, finance, law, and/or significant experience in a related field.

Nice To Haves

Experience with eMoney is highly desirable
CPA is highly desirable.
CFP® preferred or demonstrated progress toward acquiring the CFP®, i.e., ongoing plan for completion of required coursework and taking the CFP® exam

Responsibilities

Participate in internal strategy discussions for clients
Assist with the coordination and integration of projects and assessments done by the various groups
Review financials and income tax projections/tax returns prepared by the Tax Services Group
Gather tax information for preparation of client’s tax returns by the Tax Services Group
Gather and compile client’s financial information to prepare net worth, cash flow, investment planning, insurance summaries and other tools for use in wealth planning engagements
Prepare long-term capital sufficiency analyses based on client’s personal financial goals, current financial data, and investment assumptions
Communicate with clients to request information, clarify data, and follow up on outstanding items in a timely and professional manner
Attend client meetings (virtual and in-person) alongside senior advisors; assist with meeting preparation, note-taking, and follow-up items