About this role
Senior Associate - Planning, Strategy & Research at Aspiriant. Location: San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York. Role: drive innovation, build tools, enable advisors Requirements: Three+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role. Category: Business Operations Seniority: Mid Level Tools: eMoney, wealth planning tools Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English