Apply on Employer Site

Aspiriant · 2 months ago

Associate - Wealth Management - Position Available June 2026

Milwaukee, WI

Full-time

Hybrid

New Grad, Entry Level

Aspiriant is a leading, independent, 100% employee-owned wealth management firm. The Associate will assist a team of Wealth Management Managers and Directors in providing services to clients, including preparing financial statements and participating in business development efforts.

Financial ServicesPersonal FinanceWealth Management

Work & Life Balance

Responsibilities

Help gather financial information and prepare net worth, cash flow, investment planning and investment policy statements, and other tools for use in wealth planning engagements

Prepare and review long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, inflation rates, and 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 with prior consultation with a Wealth Management Manager or Director

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

Participate in the continued process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively

Work individually and alongside the team, to develop new business opportunities and cultivate new client relationships

Recommend appropriate trades for monthly rebalancing of client portfolios, and other needs, as required

Other duties as assigned

Qualification

Personal financial planningMicrosoft SuiteInvestment management applicationsCommunication skillsDetail orientedClient relationship cultivationDegreeCFP designation interestTeam player

Required

Bachelor's degree required

Interest in pursuing CFP ® designation required

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

Proficiency in Microsoft Suite (Excel, Word, Outlook) required. PowerPoint helpful

Proficiency in Advisor View and iRebal, and other investment management and/or financial planning applications such as eMoney and Naviplan helpful. Salesforce is used for Customer Relationship Management

Familiarity with managing investments, including concepts of portfolio design and diversification

Working knowledge of mutual funds, including research techniques and selection criteria

OUTSTANDING communication skills – both written and verbal

MUST be a self-starting person who takes responsibility for his/her work and sees projects through to successful conclusion while maintaining a high level of communication with team members

EXTREMELY detail oriented – must have proven ability to juggle multiple priorities

Impeccable ability to maintain confidentiality

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 cultivate new client relationships

Excellent personal and professional references