Senior Associate - Wealth Management - EFO

Aspiriant; Irvine, Northern (CA, KY); Hybrid; USD 92,000 - 125,000; Full time

Benefits offered by this job

Collaborative work environment

Continuing education assistance

401(k) with company match

Health insurance contributions up to 0

Job summary

Aspiriant is seeking a Senior Associate in Wealth Management to support our Exclusive Family Office in Irvine, CA. You will assist Wealth Management Managers and Directors with net worth statements, cash flows, long-range projections, and tax projections, coordinating across Tax Services, Accounting, Banking, and Investment Advisory Services.

You will sometimes interact with clients, vendors, and advisors as part of the client service team, contributing to a collaborative environment that values

Qualifications

• Bachelor's degree required; CPA highly desirable.
• CFP designation preferred or progress toward CFP.
• 2–4 years of wealth management or tax/accounting experience with client-facing communication.
• Experience in financial planning and tax projections.

Responsibilities

• Participate in internal strategy discussions for clients.
• Assist with coordination and integration of projects and assessments by various groups.
• Review financials and income tax projections/tax returns prepared by Tax Services.
• Gather tax information for preparation of clients' tax returns by Tax Services.
• Gather and compile client’s financial information to prepare net worth, cash flow, and investment planning materials.
• Prepare long-term capital sufficiency analyses based on client goals and data.
• Communicate with clients to request information and follow up on outstanding items.
• Attend client meetings (virtual and in-person) with senior advisors; assist with prep and notes.

Skills

Wealth management

Tax planning

Financial analysis

Client coordination

Education

Bachelor's degree

CPA

CFP®

Tools

Excel

Word

eMoney

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.

Senior Associate - Wealth Management - EFO

Full Time Irvine, CA, US

Salary Range: $92,000.00 To $125,000.00 Annually

As a member of a client service team, the Wealth Management Senior Associate is responsible for helping the Wealth Management Managers and Directors in our Exclusive Family Office 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, Accounting and Banking Services, and Investment Advisory Services. The Senior 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.

Aspiriant’s Exclusive Family Office delivers comprehensive, integrated wealth management and advisory services tailored to ultra-high-net-worth and multi-generational families. Learn more about our services and team here: https://aspiriant.com/exclusive-family-office/

• Collaborative work environment – Together, We Achieve More
• Environment supportive of 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
• 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

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’re also warm, passionate and genuine.

This role offers strong career progression, with team members who demonstrate high performance having the opportunity to advance quickly within the organization.
The attributes and talents that lead to success in the role are:

Knowledge:

• 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

Skills:

• Experience preparing and/or reviewing tax returns of UHNW individuals (personal, trust, privately held companies, family limited partnerships and foundations)
• Clearly and confidently presents financial planning materials and concepts to clients, and is able to thoughtfully address most ad hoc questions related to their situations

Abilities:

• 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. Experience with eMoney is highly desirable
• Takes ownership of all aspects of the client engagement (anticipation of issues, strategy development, meeting prep, follow-up, execution).
• Demonstrates intellectual curiosity and takes a proactive, self-motivated approach to learning various financial planning concepts, including complex tax and estate planning strategies.

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:

• 2–4 years of experience supporting wealth management clients or in tax and accounting, with client-facing communication experience
• Bachelor’s degree required. Prefer accounting, finance, law, and/or significant experience in a related field. 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

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 handle situations. Occasionally exert up to 10 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.