Wealth Planning Senior Associate - Hybrid & Growth

Aspiriant; Mountain View (CA); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Hybrid work arrangement

Bonus program

401(k) with company match

Job summary

Aspiriant, a leading, independent, 100% employee-owned wealth management firm, seeks a Wealth Management Senior Associate to support Wealth Management Managers and Directors in our Exclusive Family Office with services such as net worth statements, cash flows, long-range financial projections, income tax projections and related evaluations.

The role collaborates across Tax Services, Accounting and Banking Services, and Investment Advisory Services; from time to time you may have direct client

Qualifications

• 2–4 years of experience supporting wealth management clients or in tax and accounting, with client-facing communication experience
• Bachelor’s degree required. CPA desirable. CFP is preferred or demonstrated progress toward acquiring the CFP.
• Strong understanding of personal financial planning concepts including retirement planning, benefits, insurance, and investment vehicles

Responsibilities

• Participate in internal strategy discussions for clients
• Coordinate and integrate projects and assessments by various groups
• Review financials and income tax projections/tax returns
• Gather tax information for preparation of client’s tax returns
• Prepare net worth, cash flow, investment planning, and insurance summaries for wealth planning engagements
• Prepare long-term capital sufficiency analyses based on client goals and data
• Communicate with clients to request information and follow up
• Attend client meetings with senior advisors and assist with meeting preparation

Skills

Experience preparing tax returns

Strong organizational skills

Strong communication skills

Proficiency in Excel and Word

Experience with eMoney

Ownership of client engagement

Education

Bachelor’s degree in accounting/finance/law

CFP preferred or progress toward CFP

CPA desirable

Tools

Excel

Word

eMoney

Job description

Aspiriant, a leading, independent, 100% employee-owned wealth management firm, seeks a Wealth Management Senior Associate to support Wealth Management Managers and Directors in our Exclusive Family Office with services such as net worth statements, cash flows, long-range financial projections, income tax projections and related evaluations.

The role collaborates across Tax Services, Accounting and Banking Services, and Investment Advisory Services; from time to time you may have direct client