Live In Estate Jobs in Racine, WI (NOW HIRING)

We are seeking a Senior Associate/early career level Manager that will partner with both client service leads and peers to deliver financial plans, investment advice and potentially basic estate planning to clients of the firm. This role is ideal for a motivated advisory professional with 2–5 years of experience who is working toward, or has earned, the CFP® or CIMA® designation and aspires to develop into a lead advisor and future partner.

This position offers meaningful client interaction, exposure to complex planning scenarios, and a clearly defined career path within a collaborative, growth-oriented firm.

We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm serving ultra‑high‑net‑worth individuals, families, endowments, and foundations. As a client‑owned firm, Aspiriant is built on deep relationships, sophisticated advice, and a strong culture of collaboration, integrity, and stewardship. Our advisors work in multidisciplinary teams to deliver customized investment management, wealth planning, and family office services.

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 where together we achieve more
• Environment supportive to learning and growing your career
• Team‑based advisory model with access to deep internal expertise
• Clear career progression toward Lead Advisor and firm ownership
• Competitive compensation with performance-based incentives
• Support for professional credentials and continuing education
• Strong emphasis on culture, collegiality, and work‑life integration
• Client‑owned firm aligned with long‑term decision‑making
• 401(k) with company match
• Bonus program
• Company contribution up to 95% for health insurance
• Hybrid work arrangement

How you will contribute:

• Serve as a secondary advisor (to start) for high‑net‑worth clients, participating in client meetings and ongoing relationship management
• Prepare and deliver comprehensive financial planning analyses, including retirement planning, investment strategy, tax-aware planning, estate planning coordination, and risk management
• Work closely with senior partners to develop and implement client investment portfolios aligned with firm philosophy and client goals
• Coordinate with clients’ outside professionals (CPAs, attorneys) to ensure integrated planning solutions
• Support business development efforts, including referrals, prospect meetings, and relationship expansion
• Continuously enhance technical expertise and professional credentials
• Proactively recognize client issues, propose solutions, and add insight to analysis.
• Software skills: Powerpoint, eMoney, Salesforce, Black Diamond
• Have a strong desire to develop business for the growth of the firm

Career Path
Aspiriant is an ownership‑oriented firm. This role is structured for individuals who aspire to become trusted advisors, leaders, and future Principals of the firm. Advancement is based on demonstrated excellence in client service, technical expertise, leadership, and alignment with Aspiriant’s values.

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 are also warm, passionate and genuine.

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

Knowledge:

• Strong understanding of investment management, portfolio construction, and financial planning fundamentals

Skills:

• Experience working with high‑net‑worth individuals and families
• Excellent interpersonal and communication skills with a client‑first mindset

Abilities:

• High level of professionalism, integrity, and attention to detail
• Entrepreneurial mindset with interest in long‑term partnership opportunities
• MUST be a self-starting individual who takes responsibility for his/her work and diligently sees projects through to successful conclusion while maintaining a high level of communication with team members

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:

• 2–5 years of experience in wealth management, financial planning, or an RIA environment
• CFP® or CIMA® designation completed or vigorously in progress
• Bachelor’s degree required

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.