Senior Wealth Manager - UHNW Client Advisory
Aspiriant Llc
Aspiriant is seeking a Manager – Wealth Management to cultivate and deepen relationships with ultra-high-net-worth clients, family offices, and executives in Mountain View, CA. You will deliver tailored financial plans, investment reviews, and scenarios, coordinating with tax and legal advisors to align planning strategies for evolving client goals. The role emphasizes high-touch client service, collaboration with the lead advisor, and active participation in firm initiatives, with a strong #J-18808-Ljbffr Aspiriant Llc
Vacancy posted 1 day ago
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