Associate - Wealth Management

divp data-pasted="true"As a member of a client service team, the Wealth Management Associate is responsible for helping the Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements, cash flows, long-range financial projections, income tax projections and various evaluations. The associate will assist with the integration and coordination of the work done on behalf of clients by the various groups including Tax Services, Expense Management, and Investment Advisory Services. The Associate is expected, from time to time, to have direct contact with clients, vendors, and other advisors as necessary as part of the client service team.nbsp;/ppstrongemWe are Aspiriant/em/strongstrong,/strong a leading, independent, 100% employee-owned wealth management firm. 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. 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.nbsp;/pulliCollaborative work environment ndash; emTogether, We Achieve More/em/liliEnvironment supportive of learning and growing your career/liliContinuing education assistance program/lili401(k) with company match/liliBonus program/liliCompany contribution up to 95% for health insurance/liliHybrid work arrangement/li/ulpstrongemHow you will contribute:/em/strong/pulliParticipate in internal strategy discussions for clientsnbsp;/liliAssist with the coordination and integration of projects and assessments done by the various groupsnbsp;/liliReview financials and income tax projections/tax returns prepared by the Tax Services Group/liliGather tax information for preparation of clientrsquo;s tax returns by the Tax Services Groupnbsp;/liliGather and compile clientrsquo;s financial information to prepare net worth, cash flow, investment planning, insurance summaries and other tools for use in wealth planning engagements/liliPrepare long-term capital sufficiency analyses based on clientrsquo;s personal financial goals, current financial data, and investment assumptions/liliCommunicate with clients to request information, clarify data, and follow up on outstanding items in a timely and professional manner/liliAttend client meetings (virtual and in-person) alongside senior advisors; assist with meeting preparation, note-taking, and follow-up items/li/ulpstrongemIs this you?/em/strong/ppAn ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to ldquo;a cocker spaniel.rdquo; We like the comparison. Our relationships with clients are professional first and foremost. Theyrsquo;re also warm, passionate and genuine.nbsp;/ppbrnbsp;strongemThe attributes and talents that lead to success in the role are:/em/strong/ppKnowledge:/pulliBasic understanding of comprehensive personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensationnbsp;/liliUnderstanding of individual/entity income tax rules and ability to analyze individual/entity income tax returnsnbsp;/liliBasic understanding of financial statements; including balance sheets, profit loss and cash flownbsp;/li/ulpSkills:/pulliExperience preparing and/or reviewing tax returns of UHNW individuals (personal, trust, privately held companies, family limited partnerships and foundations)nbsp;/li/ulpAbilities:/pulliStrong organizational and time-management skills, with the ability to manage and track multiple projects simultaneously/liliAbility to work effectively with multiple directors and cross-functional team members to coordinate client projects and deliverables/liliStrong communication skills, including the ability to clearly and professionally communicate with internal team members and clients/liliAbility to prioritize tasks, proactively communicate status and next steps, and follow through to completion/liliProficiency in Excel and Word required. Experience with eMoney is highly desirable/li/ulpExperience and Education:/ppWe will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:/pulliBachelorrsquo;s degree required. Prefer accounting, finance, law, and/or significant experience in a related field. CPA is highly desirable./liliCFPreg; preferred or demonstrated progress toward acquiring the CFPreg;, i.e., ongoing plan for completion of required coursework and taking the CFPreg; examnbsp;/li/ulpPhysical Demands and Work Environment:/ppPrimarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to handle situations. Occasionally exert up to 10 pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person./ppAspiriant is committed to emdiversity, inclusion and belonging/emem./emnbsp;/ppA diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring futurehellip;a firm where people can be themselves, learning is limitless, and everyone can thrive./ppAs an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, 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./ppa href="http://www.aspiriant.com" target="_blank"www.aspiriant.com/a/ppemAspiriant 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./em/ppnbsp;/p/div