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Maintenance Technician
Western States Lodging and Management
Moab, UT
The starting rate is based on experience and qualifications. This position participates in our compensation program, which provides opportunities for future pay growth based on performance…
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Pest Technician
RNA Rentokil North America
Newnan, GA
The primary purpose of this role is to perform our industry leading pest management services for residential customers. You will be responsible for identifying and eliminating pests from…
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Macmillan
Remote, United States
- $27 USD / hour
The Administrative Coordinator will provide vital support to High School Editorial team members, including our Development Editors, Media Editors, Program Managers, Associate Media and…
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June 2027 Co-Op - Software Engineer Intern
Shield AI
Dallas, TX · Washington, DC · Seattle, WA · San Diego, CA
- $37 to $97 USD / hour
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Operations Assistant Store Manager In Training
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…Home Depot. The OAM - IT will undergo a comprehensive training program that includes hands-on experience, mentorship, and leadership development. Throughout their training, OAMs in Training…
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Staff Software Engineer (Remote)
HOME DEPOT MANAGEMENT COMPANY, LLC
Remote, United States
10% Learns and Grows - Actively seeks ways to grow and be challenged using both formal and informal development channels; Learns through successful and failed experiment when tackling new…
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Senior Software Engineer - AI Engineering (Remote)
HOME DEPOT MANAGEMENT COMPANY, LLC
Remote, United States
…and production outcome. You will help improve the AI-first development system the team already uses: you'll spot gaps, research better approaches and bring what you learn back to the team.…
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IT Org Change Mgmt Partner
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Park Interpreter
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Special Education Teacher FOCUS Classroom - Hansel Elementary
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Student Support Associate - Preschool (8-11:30 AM)
Linn-Mar Community Schools
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…skills, reduced mental abilities, confined to wheel chair, learning disabilities, behavioral disorders, etc. It is crucial that the student be provided with every opportunity to perform at…
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Student Support Associate - Float Position (Part-Time/Full-Time option)
Linn-Mar Community Schools
Marion, IA
- Full-time
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…skills, reduced mental abilities, confined to wheel chair, learning disabilities, behavioral disorders, etc. It is crucial that the student be provided with every opportunity to perform at…
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Media Specialist (possible January start)
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Communicate with building principal and staff regarding program development, goals and concerns.
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2nd Grade Teacher (276)
Salt Lake City School District
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Bachelor's degree from an accredited college/university, or will complete a bachelor degree program prior to the contract start date.
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To plan, organize and implement an appropriate instructional program in a learning environment that guides and encourages students to develop and fulfill their academic potential. The…
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50% MTSS Coordinator
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Four Oaks, NC
Provide support at the district and secondary school level for the implementation of the Multi-Tiered System of Support (MTSS) in the areas of professional learning development and coaching.
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Elementary Teacher
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50% History Teacher (South Johnson High)
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Elementary Teacher
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…designed instruction pursuant to an Individualized Education Program (IEP) (exceptional students); to create or assist in creating a flexible, age and grade appropriate instructional…
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Senior Strategy Manager
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As a Senior Strategy Manager, you will drive the development of our Global Booking Holdings and Booking.com strategy. This will require working collaboratively with stakeholders across all…
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END OF YEAR Teacher, Math - 6Th Grade Only 26-27 SY
Charlotte-Mecklenburg Schools
Charlotte, NC
Demonstrated knowledge and understanding of various learning styles, curriculum development and program evaluation, effective instructional strategies, classroom management, learning…
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END OF YEAR Teacher, Middle Grades Language Arts (26-27 SY)
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Demonstrated knowledge and understanding of various learning styles, curriculum development and program evaluation, effective instructional strategies, classroom management, learning…

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ASPIRIANT LLC

Wealth Management Intern

New York, NY, United States

This opening has closed.

The original listing is kept below for reference.

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Original job description

Archived listing. The details below describe a past opening.

Spend your summer gaining hands-on experience alongside Aspiriant’s wealth management professionals, including Certified Financial Planners, Chartered Financial Analysts, and Certified Public Accountants. During this eight-week internship in our New York City office (early June through late July), you will collaborate with multiple client service teams and gain insight into how a Registered Investment Advisor (RIA) helps high-net-worth clients achieve their financial goals. You will support Wealth Managers with client meeting preparation, long-term financial planning, net worth and cash flow statements, and other financial analyses. Through meaningful projects, mentorship, and exposure to teams across the firm, you'll develop practical skills and gain a deeper understanding of career opportunities in wealth management. 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 – Together, We Achieve More
Environment supportive to learning and growing your career
Hybrid work arrangement
Social opportunities with Aspiriant professionals and local leaders in the industry
Industry experience will apply towards CFP experience requirement
A fantastic opportunity to apply academic learning to real life financial planning cases and get firsthand training
The opportunity to network with Aspiriant Wealth Managers from across the country
A wonderful experience to put on your resume
Potential to work for our firm in the future
8- week program from early June to end of July

How you will contribute:

Work with experienced CFP professionals on tasks that successfully take you through the financial planning process. This includes but is not limited to gathering financial information to prepare net worth and cash flow statements, learning client’s goals, creating a customized plan and making recommendations around investments, insurance and estate planning.
Become proficient in using our financial planning software
Prepare long-term capital sufficiency analyses by inputting client’s financial planning assumptions, such as personal financial goals, current financial data, tax rates, and inflation and investment assumptions, into our financial planning software
Proactively assist Wealth Managers with client meeting preparation
Potential to observe client meetings
Participate in a series of training sessions (Personal and Professional Development, Business Development, Investment Strategy and Research)
Prepare and present a series of mock client meetings, including onboarding and common client life events that would impact their financial plan

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’re also warm, passionate and genuine.

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

Knowledge:

Proficiency in Excel and Word required

Skills:

Effective communication skills – both written and verbal

Abilities:

Initiative-taking with good judgement and integrity
Impeccable ability to maintain confidentiality
A collaborator

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:

Working towards a bachelor’s degree. Prefer majors in financial planning, accounting, finance, or economics and/or candidates who are seeking a Certificate in Financial Planning in the future.
Coursework in personal financial planning is a plus (e.g.: retirement planning, employee benefits, insurance, investment vehicles, asset allocation, estate planning techniques, income taxation, and executive compensation)
Participation in financial planning-related campus clubs, financial planning mentorship programs, or other financial planning organizations.

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.

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