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Associate - Wealth Management

3 months ago

Milwaukee, United States ASPIRIANT LLC Full time
Job DescriptionJob Description

What we are looking for -

An Associate to assist a team of Wealth Managers with the services provided to clients. Services include the preparation of statements of net worth, near- and long-term financial projections. The Associate will have direct client contact as well as provide ongoing project support to the firm’s Wealth Managers, including assisting with business development efforts.

You will -

  • Gather financial information and prepare statements of net worth, cash flow projections, and other tools for use in wealth planning engagements
  • Prepare and review long-term capital sufficiency analyses based on personal financial goals, financial data, tax rates and other investment assumptions
  • Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and email messages
  • Initiate and respond to emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner
  • Proactively recognize client issues, propose solutions and add insight to analysis
  • Participate in weekly firm-wide and client-specific strategy meetings and continuing education discussions
  • Work individually and alongside the team, to develop new business opportunities and cultivate new client relationships
  • Other duties as assigned

We want -

  • Bachelor’s degree required
  • Interest in pursuing CFP® designation required
  • Outstanding communication skills – both written and verbal
  • Detail oriented – must have proven ability to manage multiple priorities
  • Strong understanding of personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation
  • Impeccable ability to maintain confidentiality
  • Must be a self-starting person who takes responsibility for their work and sees projects through to successful conclusion while maintaining a high level of communication with team members
  • A team player who will thrive in a fast-paced environment
  • Ability to effectively report to Managers and Directors on a large variety of tasks and manage priorities amid an occasionally heavy volume of work
  • Desire to assist with cultivating new client relationships
  • Proficiency in Microsoft Suite (PowerPoint, Excel, Word, Outlook) required.
  • Proficiency in BlackDiamond, and other investment management and/or financial planning applications such as eMoney and Naviplan helpful. Salesforce is used for Customer Relationship Management
  • Excellent personal and professional references

We offer –

  • Collaborative work environment
  • 401(k) with company match
  • Bonus program
  • Competitive company contribution to medical benefits
  • Hybrid work arrangement
  • Continuing education assistance program

We are –

ASPIRIANT IS A LEADING INDEPENDENT WEALTH MANAGEMENT FIRM.

We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

To Apply

Applicants should go to www.aspiriant.com, select the ‘careers’ link in the footer and search for open positions in Milwaukee. From there attach a cover letter and resume for consideration.

Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.

www.aspiriant.com

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.