Senior Associate - Wealth Management

ASPIRIANT LLC • New York, NY

1d • Hybrid

About The Position

We are seeking a Senior Associate/early career level Manager that will partner with both client service leads and peers to deliver financial plans, investment advice and potentially basic estate planning to clients of the firm. This role is ideal for a motivated advisory professional with 2–5 years of experience who is working toward, or has earned, the CFP® or CIMA® designation and aspires to develop into a lead advisor and future partner.

This position offers meaningful client interaction, exposure to complex planning scenarios, and a clearly defined career path within a collaborative, growth-oriented firm.

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations. As a client‑owned firm, Aspiriant is built on deep relationships, sophisticated advice, and a strong culture of collaboration, integrity, and stewardship. Our advisors work in multidisciplinary teams to deliver customized investment management, wealth planning, and family office services.

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

• 2–5 years of experience in wealth management, financial planning, or an RIA environment
• CFP® or CIMA® designation completed or vigorously in progress
• Bachelor’s degree required
• Strong understanding of investment management, portfolio construction, and financial planning fundamentals
• Experience working with high‑net‑worth individuals and families
• Excellent interpersonal and communication skills with a client‑first mindset
• High level of professionalism, integrity, and attention to detail
• Entrepreneurial mindset with interest in long‑term partnership opportunities
• MUST be a self-starting individual who takes responsibility for his/her work and diligently sees projects through to successful conclusion while maintaining a high level of communication with team members
• Software skills: Powerpoint, eMoney, Salesforce, Black Diamond

Responsibilities

• Serve as a secondary advisor (to start) for high‑net‑worth clients, participating in client meetings and ongoing relationship management
• Prepare and deliver comprehensive financial planning analyses, including retirement planning, investment strategy, tax-aware planning, estate planning coordination, and risk management
• Work closely with senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals
• Coordinate with clients’ outside professionals (CPAs, attorneys) to ensure integrated planning solutions
• Support business development efforts, including referrals, prospect meetings, and relationship expansion
• Continuously enhance technical expertise and professional credentials
• Proactively recognize client issues, propose solutions, and add insight to analysis.
• Have a strong desire to develop business for the growth of the firm

Benefits

• Collaborative work environment where together we achieve more
• Environment supportive to learning and growing your career
• Team‑based advisory model with access to deep internal expertise
• Clear career progression toward Lead Advisor and firm ownership
• Competitive compensation with performance-based incentives
• Support for professional credentials and continuing education
• Strong emphasis on culture, collegiality, and work‑life integration
• Client‑owned firm aligned with long‑term decision‑making
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level