Wealth Management Associate — Remote (US)

Aspiriant; Mountain View, Northern (CA, KY); Hybrid; USD 56,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance (company contribution

Job summary

Aspiriant, a leading independent wealth management firm, seeks an Associate - Wealth Management in Mountain View with remote US options. You will work with senior advisors and clients, delivering complex financial planning and investment solutions in a fast-paced environment.

You are a self-starter, highly organized, and collaborative, coordinating with CPAs, estate planners, and other professionals to manage client work and drive successful outcomes.

Qualifications

• Bachelor’s degree required; finance-related fields preferred.
• CFP preferred or progress toward CFP certification.
• 1–3 years wealth management experience.

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.
• Develop and present long-term capital sufficiency assessments based on personal financial goals, current financial data, tax rates, inflation, and investment assumptions.
• Coordinate with other team members/professionals to implement financial plans on behalf of clients.
• Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and client communications.
• Initiate and answer emails and phone calls with clients and their advisors in a timely manner.
• Partner with managers and directors to reach business development goals.

Skills

Excel

Word

PowerPoint

Education

Bachelor’s degree

CFP preferred

Job description

Aspiriant, a leading independent wealth management firm, seeks an Associate - Wealth Management in Mountain View with remote US options. You will work with senior advisors and clients, delivering complex financial planning and investment solutions in a fast-paced environment.

You are a self-starter, highly organized, and collaborative, coordinating with CPAs, estate planners, and other professionals to manage client work and drive successful outcomes.