Wealth Management Intern

ASPIRIANT LLC•San Francisco, CA

42d•Hybrid

About The Position

Spend your summer with our industry experts (Certified Financial Planners, Certified Financial Analysts, and Certified Public Accountants) building relationships and learning what it takes to offer exceptional service in helping our high-net-worth clients achieve their financial goals. In this eight-week program (typically first week of June until end of July) you will work with a variety of client service teams, assisting our Wealth Managers in providing wealth management services at a Registered Investment Advisory firm, including, preparing for client meetings, preparation of long-range wealth plans, net worth and cash flow statements, and various other analyses. 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

Proficiency in Excel and Word required
Effective communication skills – both written and verbal
Initiative-taking with good judgement and integrity
Impeccable ability to maintain confidentiality
A collaborator
Working towards a bachelor’s or master’s degree. Prefer majors in financial planning, accounting, finance, or economics and/or candidates who are seeking a Certificate in Financial Planning in the future.

Nice To Haves

Coursework in personal financial planning is a plus (e.g.: retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation)

Responsibilities

Work with experienced CFP professionals on tasks that successfully take you through the financial planning process. This includes but is not limited to gathering financial information to prepare net worth and cash flow statements, learning client’s goals, creating a customized plan and making recommendations around investments, insurance and estate planning.
Be trained on how to use our financial planning software
Prepare long-term capital sufficiency analyses by inputting client’s financial planning assumptions, such as personal financial goals, current financial data, tax rates, and inflation and investment assumptions, into our financial planning software
Proactively assist Wealth Managers with client meeting preparation
Potential to sit in on client meetings
Participate in a series of training sessions (Personal and Professional Development, Business Development, Investment Strategy and Research)
Prepare and present a capstone project

Benefits

Collaborative work environment – Together, We Achieve More
Environment supportive to learning and growing your career
Hybrid work arrangement
Social opportunities with Aspiriant professionals and local leaders in the industry
Industry experience will apply towards CFP experience requirement
A fantastic opportunity to apply academic learning to real life financial planning cases and get firsthand training
The opportunity to network with Aspiriant Wealth Managers from across the country
A wonderful experience to put on your resume
Potential to work for our firm in the future
8- week program from early June to end of July