Description
Aspiriant is hiring a Senior Associate to support Wealth Management Managers and Directors with client financial planning, including net worth and cash-flow statements, long-range projections, investment planning, meeting preparation, client communications, and follow-up. The role requires a bachelor’s degree, current CFP program enrollment or an active CFP® license, and 2–4 years of wealth-management client experience. It offers a hybrid work arrangement, health insurance with up to 95% company contribution, a 401(k) match, a bonus program, and continuing education assistance.
