Job Description
A Senior Financial Planner at Aprio is responsible for delivering comprehensive financial planning to clients with complex needs, mentoring a team of specialists, and supporting the firm's growth and client success within a dynamic, innovative environment.
Key Responsibilities
- Deliver comprehensive financial planning to clients with complex needs
- Manage stand-alone or integrated financial advisory engagements
- 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.
- Ability to help clients achieve their financial goals.
- Experience working with clients requiring complex financial planning (implied by the need to deliver comprehensive financial planning to clients with significant complexity).
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
Ready to Apply?
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