Associate - Wealth Management

ASPIRIANT LLC•San Francisco, CA

1d•Hybrid

About The Position

We are growing our San Francisco based team and seeking to hire an associate. Our work environment is fast-paced, and you will have the opportunity to work directly with senior advisors and clients, providing complex financial planning and investment solutions. You are a self-starter, highly organized, detail oriented, accessible, approachable, and you play well with others. You must be dependable and able to assist with the management and coordination of the work done on behalf of clients by various financial service professionals both externally (CPAs, estate planners, insurance professionals etc.) and internally (Tax Services, Strategic Planning, and Investment Strategy & Research). 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 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. We prefer a financial planning program, accounting, finance, law, economics, and/or considerable experience in a related field.
1-3 years of experience serving wealth management clients, preferably directing them through a long-range capital sufficiency process, and advising on portfolio decisions.

Nice To Haves

Graduate degree or CPA is desirable, but not necessary.
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.
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.