Skip to main content

This job has expired

Wealth Management Intern

Employer
Aspiriant
Location
San Francisco, California
Salary
$18.50 per hour
Closing date
Mar 6, 2024

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Internship
Experience Level
None
CFP® Certification
Not necessary

Job Details

What you can expect –

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.

You will –

  • 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

We Want –

  • 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)
  • Proficiency in Excel and Word required
  • Effective communication skills – both written and verbal
  • Initiative-taking with good judgement and integrity
  • Impeccable ability to maintain confidentiality
  • A collaborator

We offer –

  • Hybrid work
  • Collaborative, fun environment
  • 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

We are –

ASPIRIANT IS A LEADING INDEPENDENT WEALTH MANAGEMENT FIRM.

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.

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. Aspiriant is committed to diversity, and as an equal opportunity employer, 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.

To Apply

Applicants should go to www.aspiriant.com, select the ‘careers’ link in the footer and search for open positions in San Francisco. From there attach a cover letter and resume for consideration.

Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.

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.

Company

We are –THE LEADING INDEPENDENT WEALTH MANAGEMENT FIRM. 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.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. Aspiriant is committed to diversity, and as an equal opportunity employer, 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.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert