Associate - Wealth Management

Aspiriant Llc; Milwaukee (WI); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Collaborative work environment

Continuing education assistance

401(k) with company match

Health insurance contribution up to 95

Job summary

Aspiriant Milwaukee is seeking an Associate - Wealth Management to support senior advisors and clients with comprehensive financial planning and investment solutions. You will gather financial information, prepare client balance sheets and cash-flow schedules, and help deliver long-term capital sufficiency assessments.

The role emphasizes collaboration, project coordination, and business development, with opportunities for continuing education and a strong benefits package including 401(k) match

Qualifications

• Bachelor’s degree required; CFP preferred or progress toward CFP.
• Experience with financial planning, investments and tax considerations.
• Internship experience serving wealth management clients.

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 assessments based on personal financial goals, current financial data, tax rates, inflation, and investment assumptions.
• Facilitate the integration of projects and evaluations 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.

Skills

Excel

Word

PowerPoint

Communication

Education

Bachelor's degree

CFP preferred

Internship experience

Tools

Financial planning software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Associate - Wealth Management

Total Wealth Management Milwaukee, WI, US

2 days ago Requisition ID: 1297

Salary Range: $60,000.00 To $75,000.00 Annually

We are growing our Milwaukee 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.

• Collaborative work environment where together we achieve more
• Environment supportive to learning and growing your career
• Continuing education assistance program
• 401(k) with company match
• Company contribution up to 95% for health insurance

How you will contribute:

• 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 assessments based on personal financial goals, current financial data, tax rates, inflation, and investment assumptions.
• Facilitate the integration of projects and evaluations 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.

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine.

The attributes and talents that lead to success in the role are:

Knowledge:

• 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.

Skills:

• Proficiency in Excel, Word and PowerPoint required.
• OUTSTANDING communication skills – both written and verbal

Abilities:

• 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 person 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.

Experience and Education:

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:

• Bachelor’s degree required. We prefer a financial planning program, accounting, finance, law, economics, and/or considerable experience in a related field. 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.
• Internship experience serving wealth management clients, preferably directing them through a long-range capital sufficiency process, and advising on portfolio decisions.

Physical Demands and Work Environment:

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in‑person.

Aspiriant is committed to diversity, inclusion and belonging.

A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

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.

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.