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Job Description
A Senior Financial Planner at Aprio provides comprehensive financial planning for clients with complex needs, mentors a team of specialists, and contributes to the growth and development of the firm's wealth management services.
Key Responsibilities
- Deliver comprehensive financial planning to clients with complex needs
- Develop and implement financial plans to help clients achieve their financial goals
- Mentor and develop a team of Financial Planning Specialists
Requirements
- Deliver comprehensive financial planning to clients with significant complexity, either as a stand-alone engagement or integrated into an existing advisor relationship.
- Mentor and develop a team of Financial Planning Specialists.
- Interest in growing skills as a leader and being process-oriented.
- Commitment to helping clients achieve their financial goals.
- Ability to work in a fast-growing, dynamic environment.
- Ability to work with a team of professionals in a collaborative culture.
- Ability to innovate and bring ideas to help the firm grow.
- Willingness to grow professionally through continuous learning and advancement.
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
Competitive compensation
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