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Job Description
A Wealth Advisor at Aprio is responsible for advising families on building, preserving, and managing their wealth through financial planning, investment management, estate, and retirement planning, while also driving new client acquisition and providing personalized financial advice.
Key Responsibilities
- Advise families on building, preserving, and managing their wealth
- Provide financial planning, investment management, and tax planning advice
- Assess clients' financial needs and develop personal financial plans
- Use knowledge of investments, estate, retirement planning, and insurance to advise clients
- Drive new client acquisition primarily through internal referrals
Requirements
- Substantial knowledge in financial planning concepts, investments, estate and retirement planning, and insurance.
- Experience advising families on building, preserving, and managing their wealth.
- Ability to advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.
- Proficiency in providing contextual advice at the intersection of Tax Planning, Financial Planning, and Investment Management.
- Knowledge of investments, financial planning, and risk management.
- Experience working with a personal financial plan that includes advice on all clients' financial needs.
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
Opportunities for professional growth and advancement
Collaborative and high-energy team environment
Work with an industry leader in a high-growth firm
A culture guided by fundamental behaviors ensuring an exceptional team-member and client experience
Ready to Apply?
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