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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, investments, estate, and retirement planning, while also driving new client acquisition and providing comprehensive financial advice.
Key Responsibilities
- Advise families on building, preserving, and managing their wealth
- Provide financial advice at the intersection of Tax Planning, Financial Planning, and Investment Management
- Use knowledge of investments, financial planning, and risk management to advise clients on their balance sheets
- Drive new client acquisition primarily through internal referrals
- Develop and implement personal financial plans for clients covering all financial needs
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 use knowledge of investments, financial planning, and risk management to advise current clients on all aspects of their balance sheet.
- Experience in driving new client acquisition, primarily from internal referrals.
- Proficiency in providing contextual advice at the intersection of Tax Planning, Financial Planning, and Investment 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
Parental Leave coverage for 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 passionate team culture
Opportunity to work with an industry leader
Competitive compensation
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