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Job Description
A Financial Planning Specialist at Aprio provides comprehensive financial planning services to clients, either independently or as part of an advisory team, helping clients achieve their financial goals through detailed analysis and strategic advice.
Key Responsibilities
- Deliver comprehensive financial planning to clients
- Conduct stand-alone or integrated financial planning engagements
- Assist clients in achieving their financial goals
Requirements
- Deliver comprehensive financial planning to clients, either as a stand-alone engagement or integrated into an existing advisor relationship.
- Be pursuing a career as a financial planner.
- Be detail-oriented, analytical, and committed to helping clients achieve their financial goals.
Benefits & Perks
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9 holidays and discretionary time off structure
Parental Leave coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Growth opportunities in a professional environment
Collaborative and high-energy team culture
Opportunities for professional development and career advancement
Competitive compensation
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