Senior Associate - Wealth Management

In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services provided to clients such as the preparation of net worth statements and cash flows, and long-range financial projections. The Senior Associate applies knowledge, along with insight and experience, to client situations to assist with developing goal-powered strategies, optimizing resources, and assessing/balancing trade-offs among a range of choices. ***We are Aspiriant*** **,** 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. - Collaborative work environment where together we achieve more - Environment supportive of learning and growing your career - Continuing education assistance program - 401(k) with company match - Bonus program - Company contribution up to 95% for health insurance - Hybrid work arrangement ***How you will contribute:*** - 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. ***Is this you?*** An 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 “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost, they are also warm, passionate and genuine. ***The attributes and talents that lead to success in the role are:*** Knowledge: - Strong knowledge of personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive…