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Aspiriant · 4 hours ago

Senior Associate - Wealth Management

San Francisco, CA

Full-time

Hybrid

Mid, Senior Level

$115K/yr - $140K/yr

3+ years exp

Aspiriant is a leading, independent, 100% employee-owned wealth management firm. The Senior Associate assists Wealth Management Managers and Directors in providing services to clients, including preparing financial statements and developing strategies for financial planning.

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 cash flow based on personal financial goals, current financial data, tax rates, inflation rates, and investment assumptions. Prepare various scenarios to assist clients with gaining peace of mind around their financial planning

Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and email messages

Initiate and answer 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 client meetings and present content to clients

Take notes and provide summary of meetings for clients. Additionally, monitor action items from meetings and coordinate with appropriate departments

Actively 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

Become proficient in financial planning software and CRM to update client information and onboard new clients

Support our business development efforts with COIs and COI groups, including attending events, planning social activities around the events, and helping to brand Aspiriant to COIs and COI groups

Participate in the business plan, which includes attending Aspiriant-sponsored activities and events as well as assisting with the coordination of events and activities that involve gathering of COIs and prospective COIs

Partner with managers and directors to reach business development goals

Other duties as assigned

Qualification

Personal financial planningInvestment portfolio optimizationFinancial planning softwareMicrosoft SuiteProfessional certificationBusiness developmentCommunication skillsCollaborationSelf-starterAttention to detail

Required

Strong knowledge of personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation

Solid investment background and comfortable advising clients on portfolio optimization

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

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

OUTSTANDING communication skills – both written and verbal. Demonstrates poise, presence, confidence, and fluency, inspiring the confidence of peers and clients and developing productive client relationships

Takes ownership of all aspects of the client engagement (anticipation of issues, strategy development, meeting prep, follow-up, execution)

Fluently presents financial planning materials and other financial planning concepts to clients and comfortably addresses most ad hoc questions related to client situations

EXTREMELY meticulous – must have proven ability to juggle multiple priorities

Impeccable ability to maintain privacy

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

A collaborator who will thrive in a fast-paced environment

Ability to effectively report to several professionals (each of whom has a unique work style) on a large variety of tasks and manage priorities amid an occasionally heavy volume of work

Passion for business development and interest in gaining business development skills

Bachelor's degree required

3-5 years of experience serving wealth management clients, preferably directing them through a long-range capital sufficiency process, and advising on portfolio decisions