Wealth Planning Associate: Strategy & Client Growth

Aspiriant Llc; New York (NY); On-site; USD 114,356,000 - 137,768,000; Full time

Benefits offered by this job

Collaborative culture

Learning & growth

Education assistance

401(k) with match

Health insurance contribution

Job summary

Aspiriant is seeking an Associate in Wealth Management to join our Mountain View team. You will participate in client strategy discussions, gather financial data, and contribute to the development of planning deliverables.

The role supports delivery of long-range capital sufficiency assessments and collaboration across advisors to implement plans. The ideal candidate has 1–3 years in wealth management, strong Excel/Word/PowerPoint skills, and a goal to grow in business development within a

Qualifications

• Bachelor’s degree is required; financial planning, accounting, finance, law or economics are preferred.
• CFP certification preferred or progress toward CFP exam.
• 1–3 years of wealth management experience with clients.

Responsibilities

• Participate in client strategy discussions and gather financial information.
• Prepare client balance sheets, cash flow schedules, planning deliverables, and insurance summaries.
• Develop long-term capital sufficiency assessments based on goals and data.
• Coordinate with team to implement financial plans for clients.
• Draft meeting agendas and client communications; review presentations.

Skills

Excel

Word

PowerPoint

Communication

Education

Bachelor’s degree

CFP

Job description

Aspiriant is seeking an Associate in Wealth Management to join our Mountain View team. You will participate in client strategy discussions, gather financial data, and contribute to the development of planning deliverables.

The role supports delivery of long-range capital sufficiency assessments and collaboration across advisors to implement plans. The ideal candidate has 1–3 years in wealth management, strong Excel/Word/PowerPoint skills, and a goal to grow in business development within a