Strategic Wealth Planning Associate — Platform & Research
Aspiriant LLC
Aspiriant LLC is seeking a Senior Associate for their Planning Strategy & Research group in San Francisco. This role focuses on wealth planning innovation, enhancing client experience without direct client interaction. The ideal candidate will contribute to developing tools that support financial advisors and enhance service delivery. Applicants should have a Bachelor's degree, a CFP designation, and significant experience in wealth management. A hybrid work arrangement and robust benefits are offered, including a 401(k) and health insurance contribution. #J-18808-Ljbffr Aspiriant LLC
Vacancy posted 5 days ago
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