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Associate - Wealth Management

Location: Los Angeles
Posted on: January 16, 2022

Job Description:

What we are looking for -As a member of a client service team, the Wealth Management Associate is responsible for assisting 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 analyses. 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.You will -Participate in internal strategy discussions for clientsAssist with the coordination and integration of projects and analyses done by the various groupsGather financial information and prepare net worth, cash flow, investment planning, insurance summaries and investment and other tools for use in wealth planning engagementsPrepare long-term capital sufficiency analyses based on personal financial goals, current financial data, tax rates, and inflation and investment assumptionsProactively recognize client issues, propose solutions and add insight to analysisWe Want -Bachelor's degree required. Prefer financial planning, accounting, finance, law, economics and/or significant experience in a related field.CFP-- - preferred or demonstrated progress toward acquiring the CFP-- -, i.e., ongoing plan for completion of required coursework and taking the CFP-- - exam1-2 years of experience serving wealth management clients preferred, preferably managing them through a long-range capital sufficiency processBasic understanding of comprehensive personal financial planning such as retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensationBasic understanding of personal/entity income tax rules and ability to analyze personal/entity income tax returnsBasic understanding of financial statements; including balance sheets, profit loss and cash flowFamiliarity with investments, including concepts of portfolio design and diversificationProficiency in Excel and Word requiredOUTSTANDING communication skills - both written and verbalEXTREMELY detail oriented - must have proven ability to juggle multiple prioritiesImpeccable ability to maintain privacyA team player who will thrive in a fast-paced environmentAbility 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 workWe offer -Collaborative fun environment401(k) with company matchIndividual and cash profit sharing bonusesCompetitive company contribution to medical benefitsSummer "-- -Give Back to the Community' outingsFlexible work arrangementsContinuing education assistance programWe are -ASPIRIANT IS A leading independent wealth management firm.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.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. Aspiriant is committed to diversity, and as an equal opportunity employer, 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.To ApplyApplicants should go to select the "-- -careers' link in the footer and search for open positions in Los Angeles. From there attach a cover letter and resume for consideration.Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.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.

Keywords: ASPIRIANT LLC, Los Angeles , Associate - Wealth Management, Executive , Los Angeles, California

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