Senior Wealth Planning Associate (Hybrid)

Aspiriant; Mountain View (CA); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Continuing education assistance

401(k) with company match

Bonus program

Health insurance contribution up to 95

Hybrid work arrangement

Job summary

Aspiriant, a leading independent wealth management firm, seeks a Senior Associate to assist Wealth Management Managers and Directors in preparing net worth statements, cash flows, and long-range financial projections.

You will apply financial-planning knowledge to support client engagements, develop goal-powered strategies, optimize resources, and review trade-offs within established processes, while thriving in a collaborative, hybrid-work environment.

Qualifications

• Strong knowledge of personal financial planning including retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, and executive compensation.
• Solid investment background with ability to advise on portfolio optimization.
• Proficiency in Microsoft Suite (Excel, Word, Outlook); PowerPoint helpful.
• Familiarity with managing investments and portfolio design/diversification.

Responsibilities

• Gather financial information and prepare net worth, cash flow, investment planning materials for wealth engagements.
• Prepare long-term cash-flow analyses based on goals and assumptions; develop scenarios for review by Managers/Directors.
• Prepare drafts of meeting agendas, PowerPoint presentations, and client emails.
• Respond to client emails/phone calls promptly, escalating complex questions when needed.
• Take notes and provide meeting summaries; monitor action items with follow-up processes.
• Participate in client meetings and support meeting preparation; present materials under guidance.
• Develop and improve processes; propose efficient ways of working.
• Become proficient in financial planning software and CRM; onboard new clients.
• Support business-development with COIs and event logistics, communications, and follow-up.
• Partner with managers/directors to reach business-development goals.

Skills

Communication skills

Self-starting

Wealth management knowledge

Microsoft Excel

Portfolio design

Education

Bachelor’s degree

CFP program enrollment or CFP

Tools

CRM

Financial planning software

PowerPoint

Microsoft Excel

Job description

Aspiriant, a leading independent wealth management firm, seeks a Senior Associate to assist Wealth Management Managers and Directors in preparing net worth statements, cash flows, and long-range financial projections.

You will apply financial-planning knowledge to support client engagements, develop goal-powered strategies, optimize resources, and review trade-offs within established processes, while thriving in a collaborative, hybrid-work environment.