Senior Associate - Wealth Management
Aspiriant
- Salary
- $92k - $110k
- Experience
- 2+ yrs
- Location
- New York City or San Diego or San Francisco or Mountain View
- Job type
- Full-time
Required skills
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft PowerPoint
- CRM
About the role
Bachelor's degree required; CFP enrollment or active license required; 2-4 years wealth management experience; Microsoft Suite proficiency; strong communication and analytical skills.
About Aspiriant
Independent, employee-owned wealth management firm serving families with comprehensive wealth planning and investment management.
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