Wealth Management Associate

5 days ago

Milwaukee, Wisconsin, United States ASPIRIANT LLC Full time
Job Summary

We are seeking a highly motivated and detail-oriented Associate to join our Wealth Management team at ASPIRIANT LLC. As a key member of our team, you will assist our Wealth Managers in providing exceptional client service and support.

Key Responsibilities
  • Client Support: Assist Wealth Managers in preparing statements of net worth, near- and long-term financial projections, and other financial planning tools.
  • Financial Planning: Gather financial information, prepare statements of net worth, cash flow projections, and other tools for use in wealth planning engagements.
  • Business Development: Assist with business development efforts, including identifying new business opportunities and cultivating new client relationships.
  • Communication: Prepare and review meeting agendas, PowerPoint presentations, and email messages, as well as initiate and respond to emails and phone calls in a thorough and timely manner.
  • Analysis and Insight: Proactively recognize client issues, propose solutions, and add insight to analysis.
  • Team Collaboration: Participate in weekly firm-wide and client-specific strategy meetings and continuing education discussions.
  • Other Duties: Perform other duties as assigned by Wealth Managers and Directors.
Requirements
  • Education: Bachelor's degree required.
  • Designation: Interest in pursuing CFP designation required.
  • Communication Skills: Outstanding communication skills – both written and verbal.
  • Attention to Detail: Detail-oriented – must have proven ability to manage multiple priorities.
  • Financial Knowledge: Strong understanding of personal financial planning, including retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation.
  • Confidentiality: Impeccable ability to maintain confidentiality.
  • Self-Starters: 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.
  • Team Player: A team player who will thrive in a fast-paced environment.
  • Reporting and Prioritization: Ability to effectively report to Managers and Directors on a large variety of tasks and manage priorities amid an occasionally heavy volume of work.
  • Client Relationships: Desire to assist with cultivating new client relationships.
  • Technical Skills: 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.
  • References: Excellent personal and professional references.
What We Offer
  • Collaborative Work Environment: Collaborative work environment.
  • Benefits: 401(k) with company match, bonus program, competitive company contribution to medical benefits.
  • Hybrid Work Arrangement: Hybrid work arrangement.
  • Continuing Education Assistance: Continuing education assistance program.

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