Wealth Planning Senior Associate | Client-Focused

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

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