Wealth Planning Associate — Client-Focused

Aspiriant Llc; New York (NY); On-site; USD 92,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Continuing education assistance

Company health insurance contribution

Job summary

Aspiriant, a leading wealth-management firm, seeks a Senior Associate to support Wealth Management Managers and Directors with client services, financial planning analyses, and long-range projections. The role emphasizes preparing net worth, cash flow analyses, and investment planning materials in a collaborative, learning-oriented environment.

The ideal candidate will have a financial planning background, strong communication skills, and 2–4 years of wealth-management support experience, with

Qualifications

• Bachelor’s degree in finance or related field required.
• Must be currently enrolled in CFP program or CFP license valued.

Responsibilities

• Assist Wealth Management Managers and Directors with client services and financial planning analyses.
• Prepare long-term cash-flow analyses and scenarios based on goals and data.
• Draft meeting agendas, PowerPoint presentations, and client communications.
• Respond to client inquiries promptly and escalate complex questions to Managers/Directors.
• Support meeting preparation and present materials with guidance.
• Take notes and summarize client meetings; track action items and follow-up with departments.
• Participate in firm-wide strategy meetings and ongoing education discussions.
• Contribute to process improvements and new ways of working efficiently.
• Learn and utilize financial planning software and CRM for client onboarding.

Skills

Financial planning

Client engagement

Written communication

Verbal communication

Project coordination

Excel

PowerPoint

Education

Bachelor’s degree in finance

CFP program enrollment or CFP license

Tools

CRM software

Financial planning software

Job description

Aspiriant, a leading wealth-management firm, seeks a Senior Associate to support Wealth Management Managers and Directors with client services, financial planning analyses, and long-range projections. The role emphasizes preparing net worth, cash flow analyses, and investment planning materials in a collaborative, learning-oriented environment.

The ideal candidate will have a financial planning background, strong communication skills, and 2–4 years of wealth-management support experience, with