Aspiriant · 6 hours ago
Senior Associate - Wealth Management
New York, NY
Full-time
Hybrid
Mid, Senior Level
2+ years expAspiriant is a leading independent wealth management firm serving ultra-high-net-worth clients. They are seeking a Senior Associate to partner with client service leads and deliver financial plans, investment advice, and estate planning to clients, while aspiring to become a lead advisor and future partner within the firm.
Financial ServicesPersonal FinanceWealth Management
Responsibilities
Serve as a secondary advisor (to start) for high‑net‑worth clients, participating in client meetings and ongoing relationship management
Prepare and deliver comprehensive financial planning analyses, including retirement planning, investment strategy, tax-aware planning, estate planning coordination, and risk management
Work closely with senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals
Coordinate with clients’ outside professionals (CPAs, attorneys) to ensure integrated planning solutions
Support business development efforts, including referrals, prospect meetings, and relationship expansion
Continuously enhance technical expertise and professional credentials
Proactively recognize client issues, propose solutions, and add insight to analysis
Qualification
Required
2–5 years of experience in wealth management, financial planning, or an RIA environment
CFP® or CIMA® designation completed or vigorously in progress
Bachelor's degree required
Strong understanding of investment management, portfolio construction, and financial planning fundamentals
Experience working with high‑net‑worth individuals and families
Excellent interpersonal and communication skills with a client‑first mindset
High level of professionalism, integrity, and attention to detail
Entrepreneurial mindset with interest in long‑term partnership opportunities
MUST be a self-starting individual who takes responsibility for his/her work and diligently sees projects through to successful conclusion while maintaining a high level of communication with team members
Software skills: Powerpoint, eMoney, Salesforce, Black Diamond
Benefits
Competitive compensation with performance-based incentives
Support for professional credentials and continuing education
401(k) with company match
Bonus program
Company contribution up to 95% for health insurance
Hybrid work arrangement
Company
Aspiriant
Aspiriant is a leading, independent wealth management firm that specializes in investment management and wealth planning services.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$2.81M2018-09-30Series Unknown· $2.81M
Leadership Team
Rob Francais
Chief Executive Officer
John Allen
Chief Investment Officer
Recent News
2025-09-22
2025-05-21
Company data provided by crunchbase