About this role
Senior Associate - Wealth Management at Aspiriant. Location: Los Angeles, California, United States. Role: gathering information, preparing plans, attending meetings Requirements: Bachelor's degree required; 3+ years wealth management experience preferred; strong knowledge of financial planning and investments; proficiency in Microsoft Suite; outstanding written and verbal communication; CFP/CIMA/CFA preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint Certifications: cfp, cima, cfa Commitment: Full Time Workplace: Hybrid Languages: English