Wealth Advisor

Aprio

Chicago, Illinois

Full Time

Posted February 6, 2026

Not Specified

Remote

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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 planning, investment management, and tax planning advice
Assess clients' financial needs and develop personalized 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.
Ability to advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals.
Experience working with families on building, preserving, and managing their wealth.
Knowledge of investments, financial planning, and risk management to provide comprehensive advice.
Experience providing advice at the intersection of Tax Planning, Financial Planning, and Investment Management.
Ability to develop and communicate personal financial plans that address all clients' financial needs.