Jobs in the United States

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Added 2 hours ago
Instructor, Artificial Intelligence CE, Essentials Program- Adjunct Pool
United States
Associate’s degree or higher in a STEM-related field such as Mathematics, Physics, Computer Science or other science major.
Added 2 hours ago
Instructor, Artificial Intelligence CE - Adjunct Pool
United States
Associate’s degree or higher in a STEM-related field such as Mathematics, Physics, Computer Science or other science major.
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Instructor, Artificial Intelligence (Associate's) - Adjunct Pool
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Works collaboratively with HCC engineering technology programs;
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Instructor, BAT Artificial Intelligence - Adjunct Pool
United States
Master’s degree (or 18 graduate level hours) in a STEM-related field such as Artificial Intelligence, Data Science, Engineering, Physics, Computer Science, or other related science major…
Added 2 hours ago
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Transp Engr/Transportation Engineering Associate II - Design Standards Associate (61036453)
State of South Carolina
Columbia, SC
- $70,304 to $105,978 USD / year
Researches and gathers engineering and design information necessary for the development of new SCDOT Standard Drawings and utilize CAD software to develop and revise Standard Drawings. The…
Added 2 hours ago
Software/Web Developer (SharePoint) – TS/SCI required
GD Information Technology, Inc.
United States
Advance how our customers operate while you advance your career. Join GDIT as a Software/Web Developer (SharePoint) Associate and build an impactful career in enterprise IT, collaborating…
Added 2 hours ago
Senior Cloud Platform and DevSecOps Engineer - TS/SCI with Polygraph
GD Information Technology, Inc.
United States
Education: Bachelor's degree in Computer Science, Software Engineering, Information Technology, or related STEM field, or approved equivalent experience.
Added 4 hours ago
Associate - Wealth Management
ASPIRIANT LLC
Milwaukee, WI
We are growing our Milwaukee based team and seeking to hire an associate. Our work environment is fast-paced, and you will have the opportunity to work directly with senior advisors and…
Added 5 hours ago
Citrix Software Virtualization Engineer
Valiant Solutions, LLC
Springfield, VA · St. Louis, MO
The Citrix Software Virtualization Engineer will join a program providing User Facing and Data Center Services supporting an Intelligence Community customer. All the personnel on the team…
Added 5 hours ago
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Sr Project Manager
JLL
Louisville, KY
- $7.25 USD / hour
Associate's or Bachelor's degree in Construction Management, Engineering, Architecture, Project Management, Facilities Management, Business, or a related field (or equivalent combination of…
Added 6 hours ago
Associate Development Engineer
HISTOSONICS INC
Plymouth, MN
The Associate Development Engineer will work with the HistoSonics team in the design, engineering, development and testing of the Company’s globally regulated clinical systems and serve as…
Added 6 hours ago
Associate Software Configuration Analyst/Software Configuration Analyst
Northrop Grumman
Melbourne
Northrop Grumman Aerospace Systems has an opening for an Associate Software Configuration Analyst / Software Configuration Analyst to join our team of qualified, diverse individuals. This…
Added 7 hours ago
QMS & Quality Data Technician - K9 & Kin
Kalmbach Feeds Inc
Carey, OH
Education: An associate's degree in Business, Food Science, Quality Assurance, Information Systems, Agriculture, or a related field, or an equivalent combination of education and…
Added 8 hours ago
PF
Engineering Project Manager
Perdue Farms, Inc.
Salisbury, MD
- $101,000 to $151,000 USD / year
Bachelor’s degree. An associate degree in Construction, Project Management, or an Engineering field may be considered with additional relevant experience.
Added 8 hours ago
AWS Cloud Systems Engineer
Systems Engineering Solutions Corporation
Hanscom Air Force Base, MA
…AWS SysAdmin, AWS Certified Cloud Practitioner, AWS Certified Developer, AWS Certified Solutions Architect (Dev/Associate), AWS Certified DevOps Engineer, AWS Certified Advanced Networking,…
Added 8 hours ago
AWS Cloud Systems Engineer
Systems Engineering Solutions Corporation
Boston, MA
…AWS SysAdmin, AWS Certified Cloud Practitioner, AWS Certified Developer, AWS Certified Solutions Architect (Dev/Associate), AWS Certified DevOps Engineer, AWS Certified Advanced Networking,…
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Data Engineer
Mindex
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AS or BS degree in Computer Science, Software Engineering, Physical Science, Mathematics, or a related field preferred, or an equivalent combination of education and experience.
Added 10 hours ago
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Deloitte US
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Life Sciences Solutions Engineer, AVP (Commercialization)
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AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud…
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Associate Director, Applied AI Platform Engineering (PxE Platforms)
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Atlanta, GA · Austin, TX · Baltimore, MD · Boston, MA · Charlotte, NC · Chicago, IL · Cincinnati, OH · Cleveland, OH · Columbus, OH · Costa Mesa, CA · Dallas, TX · Denver, CO · Detroit, MI · Fort Worth, TX · Hartford, CT · Houston, TX · Indianapolis, IN · Kansas City, MO · Los Angeles, CA · McLean, VA · Miami, FL · Morristown, NJ · New Orleans, LA · NY · Philadelphia, PA · Pittsburgh, PA · Salt Lake City, UT · San Antonio, TX · San Diego, CA · San Francisco, CA · San Jose, CA · Seattle, WA · St. Louis, MO · Stamford, CT · Tampa, FL · Tempe, AZ · Westlake, TX
AI & Engineering leverages innovative engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud…

Closed listing

ASPIRIANT LLC

Associate - Wealth Management

Milwaukee, WI, United States

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Education: Bachelor’s degree
Posting language: English
Posted: Nov 2, 2026

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Original job description

Archived listing. The details below describe a past opening.

We are growing our Milwaukee based team and seeking to hire an associate. Our work environment is fast-paced, and you will have the opportunity to work directly with senior advisors and clients, providing complex financial planning and investment solutions. You are a self-starter, highly organized, detail oriented, accessible, approachable, and you play well with others. You must be dependable and able to assist with the management and coordination of the work done on behalf of clients by various financial service professionals both externally (CPAs, estate planners, insurance professionals etc.) and internally (Tax Services, Strategic Planning, and Investment Strategy & Research).

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 where together we achieve more
Environment supportive to learning and growing your career
Continuing education assistance program
401(k) with company match
Bonus program
Company contribution up to 95% for health insurance
Hybrid work arrangement

How you will contribute:

Participate in internal strategy discussions for clients.
Gather financial information and prepare client balance sheets, cash flow schedules, investment planning deliverables, and insurance summaries utilizing financial planning software and other tools.
Develop and present long-term capital sufficiency assessments based on personal financial goals, current financial data, tax rates, inflation, and investment assumptions.
Facilitate the integration of projects and evaluations done on behalf of our clients.
Prepare and review initial drafts of meeting agendas, PowerPoint presentations, and client communications.
Coordinate with other team members/professionals to implement financial plans on behalf of clients.
Initiate and answer emails and phone calls (to/from clients and their other advisors) in a thorough and timely manner.
Participate in the continued process engineering of Aspiriant, developing solutions to identified issues as well as proposing new ways of working efficiently and effectively.
Partner with managers and directors to reach business development goals.
Other duties as assigned.

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:

Basic understanding of comprehensive financial planning topics such as retirement planning, employee benefits, insurance, investments, asset allocation, estate planning techniques, income taxation, and executive compensation.
Basic understanding of individual/entity income tax rules and ability to analyze individual/entity income tax returns.
Basic understanding of financial statements including balance sheets and cash flow statements.

Skills:

Proficiency in Excel, Word and PowerPoint required.
OUTSTANDING communication skills – both written and verbal

Abilities:

Familiarity with investments, including concepts of portfolio design and diversification.
Extremely meticulous – must have proven ability to juggle multiple priorities.
Must be a self-starting person who takes accountability for their work and actively sees projects through to successful inclusion while maintaining a high level of communication with team members.
A collaborator who will thrive in a fast-paced environment.
Passion for business development and interest in gaining business development skills.

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:

Bachelor’s degree required. We prefer a financial planning program, accounting, finance, law, economics, and/or considerable experience in a related field. Graduate degree or CPA is desirable, but not necessary.
CFP® preferred or demonstrated progress toward acquiring the CFP®, i.e., ongoing plan for completion of required coursework and taking the CFP® exam.
Internship experience serving wealth management clients, preferably directing them through a long-range capital sufficiency process, and advising on portfolio decisions.

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.

About employer

More about this job

Skills

Financial planning
Strategic planning
Research
Microsoft PowerPoint
Presentation skills
Process engineering
Work efficiently
Sales
Taxation
Financial statements
Microsoft Excel
Microsoft Word
Communication skills
CPA
Securities

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