Jobs in the United States

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Senior Technical Recruiter
Sonova AG
Valencia, CA
- $100,000 to $130,000 USD / year
Valencia, California | Hybrid - 3 days per week onsite · The position follows a hybrid schedule with three days per week onsite at the Advanced Bionics office in Valencia, California
Added just now
JF
Data Engineer
Jobs for Humanity
Remote, United States
- Up to $55 USD / hour
Engineering Best Practices: Strong grounding in software engineering fundamentals, including version control (Git), CI/CD, testing, code reviews, and infrastructure as code.
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Senior Electrical Engineering Leader - Power Infrastructure
GE Gas Turbines (Greenville) L.L.C.
United States
Utilize tools such as ETAP, SKM, EasyPower, CYME, ASPEN OneLiner, or equivalent software platforms.
Added just now
AP
Clean Line Tech
Aero Products and Services JV, LLC
United States
- $22.6 USD / hour
Proficiency in computer usage, particularly with ARMS software.
Added 1 min ago
HD
Associate Product Specialist
Hunter Douglas
Broomfield, CO
- $51,000 to $69,000 USD / year
Added 1 min ago
HP
Customer Experience Representative
HomeTeam Pest Defense
Sandston, VA
- $18 to $20 USD / hour
Must have 1 year of previous customer service experience
Added 1 min ago
Director of Customer Support
BS&A Software LLC
United States
BS&A Software is looking for an experienced, customer-focused, and operationally minded leader to help us keep it that way as we scale. Reporting to the Vice President, Customer Support and…
Added 1 min ago
Registered Client Service Associate
Raymond James & Associates, Inc.
Eagle, ID
Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
Added 1 min ago
Technical Training Instructor
Careers | Salvagnini America, Inc.
Hamilton, OH
Candidate must have the ability to lift 45 lbs · You must possess or be able to obtain a valid passport
Added 2 mins ago
Firmware Engineer II
Vertiv
OH
The Firmware Engineer provides technical expertise in the development of embedded control software applications and infrastructure. The Firmware Engineer works on problems of moderate scope…
Added 2 mins ago
Associate Manager, Creative Content
USA NAP National Automotive Parts Association
Atlanta, GA
Proficiency with video-editing and photo-editing software.
Added 2 mins ago
Technical Product Owner
Meijer Great Lakes LP
Grand Rapids, MI
Added 3 mins ago
SLED Emerging Business Advisor
Softchoice
MO
…outcomes. We do this through the delivery of secure cloud, AI, software and digital workplace solutions that enable agility, innovation and…
Added 3 mins ago
Accounting Coordinator
Levitate
Raleigh, NC
Our rapidly growing Software as a Service Company is hiring an Accounting Coordinator to join our team. You will help drive our continued success by providing accounting expertise within…
Added 3 mins ago
Quality Control Document Specialist
BridgeWorks Co
Fountain Inn, SC
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and other relevant software or tools.
Added 3 mins ago
MH
Sleep Technician
MedBridge Healthcare LLC
Saginaw, MI
- $25 to $30 USD / hour
Analyze and accurately score sleep studies using industry-standard software.
Added 3 mins ago
Senior DevOps Engineer
Smyrna Ready Mix, LLC
Murfreesboro, TN
This position partners closely with software engineering, data, and business application teams to improve platform reliability, deployment automation, operational maturity, and developer…
Added 3 mins ago
K
National Security and Insider Threat Analyst
KACE
Morrisville, NC
- $115,000 to $135,000 USD / year
Location: Morrisville, NC (In the office 2-3 days per week)
Added 3 mins ago
Help Desk Support & Automation Specialist - Contract - Columbia, SC
SUNSHINE ENTERPRISE USA LLC
Columbia, SC
experience using ticketing software. Experience with any ticketing platform is acceptable.
Added 3 mins ago
Project Manager - Michels Utility Services, Inc.
Michels Corporation
Cincinnati, OH
Added 3 mins ago
Project Manager - Michels Utility Services, Inc.
Michels Corporation
Pembroke, NH
Added 3 mins ago
Project Manager - Michels Utility Services, Inc.
Michels Corporation
Boston, MA · South Windsor, CT · Watertown, CT
Experience with Project Management software (Primavera, HCSS, etc.)
Added 4 mins ago
Senior Consultant - Power Systems Studies
PSC Consulting
Remote, United States
You will already have practical power system studies experience gained within a consultancy, renewable energy developer, EPC company, system operator or a similar technical environment. You…
Added 4 mins ago
Senior Software Engineer
RBGlobal
Morris, IL · Chicago, IL
RB Global is building the team that makes agentic software development standard, governed, and measurable across the company. We want every engineer to be able to delegate work to an agent…
Added 4 mins ago
J
Tax Associate
Jobot
Oklahoma City, OK
- $60,000 to $65,000 USD / year
&bullet; Proficiency with tax preparation software and Microsoft Excel.

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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Work requirements

Jobs in the United States