Senior Associate - Wealth Planning Specialist

About the role

The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm.

Responsibilities

• Drive wealth planning innovation and insight
• Monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice
• Contribute subject matter expertise to develop scalable planning approaches across areas such as retirement, education funding, insurance, charitable giving and complex balance sheet strategies
• Build tools, processes and intellectual capital
• Design and refine the frameworks, templates and other materials that advisors use to guide client conversations
• Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice
• Balance standardization with flexibility to ensure advisors can deliver both high-quality and highly personalized advice
• Enable and help advisors across the Practice
• Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement
• Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm
• Potentially collaborate with Learning & Development to design and deliver training that strengthens both technical knowledge and relationship management capabilities
• Collaborate Across The Firm To Enhance The Client Experience
• Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes
• Contribute to firm-wide initiatives that improve how we help clients through both everyday planning and complex life events
• Create content and extend the firm’s voice
• Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable
• Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities
• Represent the firm externally where appropriate, contributing to our reputation as a thoughtful leader in wealth planning

Requirements

The Senior Associate role is non-client-facing and does not involve direct business development duties. It is well-suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The role requires:

• A Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning
• CFP® designation required
• Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients
• Experience contributing to a wealth management committee within an RIA is strongly preferred
• Proficiency with financial planning tools such as eMoney
• Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring
• Strong analytical capabilities and sound professional judgment
• Excellent personal and professional references

Qualifications

The ideal candidate will have:

• A strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance
• An intellectual curiosity and accountability, with a desire to deepen expertise and contribute meaningfully within a team environment
• Excellent listening and relationship management skills
• A strong attention to detail and follow-through
• Effective project management, with the ability to prioritize across multiple responsibilities
• A commitment to continuous growth and development of leadership capabilities
• Clear and effective communication skills, both written and verbal, including presentations
• A proactive and adaptable mindset, with a willingness to take ownership of a wide range of responsibilities
• The capability to identify and improve processes to enhance client service and firm efficiency
• An innovative, goal-oriented mindset aligned with Aspiriant’s core values and culture

Skills

• Excellent listening and relationship management skills
• Strong attention to detail and follow-through
• Effective project management, with the ability to prioritize across multiple responsibilities
• A commitment to continuous growth and development of leadership capabilities
• Clear and effective communication skills, both written and verbal, including presentations
• A proactive and adaptable mindset, with a willingness to take ownership of a wide range of responsibilities
• The capability to identify and improve processes to enhance client service and firm efficiency
• An innovative, goal-oriented mindset aligned with Aspiriant’s core values and culture

Benefits

At Aspiriant, we offer:

• A collaborative work environment where together we achieve more
• An environment supportive of learning and growing your career
• A continuing education assistance program
• A 401(k) with company match
• A bonus program
• A company contribution up to 95% for health insurance
• A hybrid work arrangement

Pay

Competitive salary and benefits package

Schedule

Flexible work schedule to accommodate your needs

Contact Us

If you are interested in this opportunity, please submit your resume and cover letter to [email protected] or call [phone number]. We look forward to hearing from you!