Wealth Management Intern

Spend your summer with our industry experts (Certified Financial Planners, Certified Financial Analysts, and Certified Public Accountants) building relationships and learning what it takes to offer exceptional service in helping our high-net-worth clients achieve their financial goals. In this eight-week program, you will work with a variety of client service teams, assisting our Wealth Managers in providing wealth management services at a Registered Investment Advisory firm, including, preparing for client meetings, preparation of long-range wealth plans, net worth and cash flow statements, and various other analyses. 

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. 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. 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. 

• Collaborative work environment – Together, We Achieve More
• Environment supportive to learning and growing your career
• Hybrid work arrangement
• Social opportunities with Aspiriant professionals and local leaders in the industry
• Industry experience will apply towards CFP experience requirement
• A fantastic opportunity to apply academic learning to real life financial planning cases and get firsthand training
• The opportunity to network with Aspiriant Wealth Managers from across the country
• A wonderful experience to put on your resume
• Potential to work for our firm in the future
• 8- week program from early June to end of July

How you will contribute:

• Work with experienced CFP professionals on tasks that successfully take you through the financial planning process. This includes but is not limited to gathering financial information to prepare net worth and cash flow statements, learning client’s goals, creating a customized plan and making recommendations around investments, insurance and estate planning.
• Be trained on how to use our financial planning software
• Prepare long-term capital sufficiency analyses by inputting client’s financial planning assumptions, such as personal financial goals, current financial data, tax rates, and inflation and investment assumptions, into our financial planning software 
• Proactively assist Wealth Managers with client meeting preparation
• Potential to sit in on client meetings
• Participate in a series of training sessions (Personal and Professional Development, Business Development, Investment Strategy and Research)
• Prepare and present a capstone project 

Is this you?

An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind, and actualize their dreams. We seek out a wide range of talented team members who share our values and vision. We value intellectual intensity, collaboration, and compassion. A strategic partner once compared us to “a cocker spaniel.” We like the comparison. Our relationships with clients are professional first and foremost. They’re also warm, passionate and genuine. 

The attributes and talents that lead to success in the role are:

Knowledge:

• Proficiency in Excel and Word required 

Skills:

• Effective communication skills – both written and verbal

Abilities:

• Initiative-taking with good judgement and integrity
• Impeccable ability to maintain confidentiality
• A collaborator  

Experience and Education:

We will consider any combination of experience and education which provides the necessary knowledge, skills, and abilities to perform the job. A typical way to acquire the requirements would be:

• Working towards a bachelor’s or master’s degree. Prefer majors in financial planning, accounting, finance, or economics and/or candidates who are seeking a Certificate in Financial Planning in the future.
• Coursework in personal financial planning is a plus (e.g.: retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation)  

Physical Demands and Work Environment:

Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person.

Aspiriant is committed to diversity, inclusion and belonging.  

A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive.

As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, 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.

www.aspiriant.com

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.