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Los Angeles, CA 90025
What we are looking for –
As a member of a client service team, the Wealth Management Associate is responsible for supporting 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 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.
You will –
We Want –
We offer –
We are –
ASPIRIANT THE 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.
Applicants should go to www.aspiriant.com, 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 is in compliance with San Francisco’s “Fair Chance Ordinance” (FCO).
Aspiriant 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.
Contact Person Maureen Gaare
Ad Number 00003383
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