Strategic Wealth Planning Associate
ASPIRIANT LLC
ASPIRIANT LLC is seeking a Senior Associate for its Planning Strategy & Research group. This non-client-facing role emphasizes wealth planning innovation, tool development, and enhancing advisor-client interactions. The role involves collaborating across departments such as Compliance and Client Service Operations to improve client service and ensuring high-quality, personalized experiences. Ideal candidates should possess a bachelor's degree and three years of experience in wealth management, demonstrating strong financial planning skills and experience with high-net-worth clients. #J-18808-Ljbffr ASPIRIANT LLC
Vacancy posted 4 days ago
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