Advisor, Retirement Plan Services

About the role

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Job Summary

Aprio is seeking an Associate Trader to join its Wealth Management team, where you will play a central role in the daily execution, operations, and continuous improvement of trading activity across client accounts. You will execute trades across equities, fixed income, ETFs, and mutual funds while maintaining alignment to model portfolios, client guidelines, and regulatory requirements.

This role sits at the intersection of trading operations, data integrity, and emerging automation - offering the opportunity to directly shape how the desk evolves through AI-assisted workflows and process improvement. You will collaborate closely with advisors, the investment team, and internal operations to support accurate, timely, and compliant execution for clients.

What You'll Gain / Impact

• Opportunity to build and grow a meaningful book of retirement plan business aligned with Aprio's 2030 strategic plan.
• Exposure to interdisciplinary collaboration across wealth management, tax, and business advisory professionals.
• Direct impact on the financial futures of business owners and their employees through comprehensive retirement planning services.
• Access to professional development resources and advancement opportunities within a high-growth, nationally recognized firm.
• A leadership platform as a people manager within a dynamic and expanding Retirement Plan Services practice.

Key Responsibilities

• Grow and manage an assigned retirement plan services book of business, aligned with Aprio's 2030 strategic plan.
• Educate Partners and colleagues on a process-driven approach to servicing retirement plans and the team's value proposition.
• Build and maintain strong client relationships by earning trust, understanding needs, and delivering exceptional, targeted advice.
• Advise clients on retirement plan investments and deliver quarterly investment reports for all RPS clients.
• Guide clients through RPS processes for the creation and management of Investment, Fee, and Education Policy Statements.
• Ensure ongoing selection, monitoring, and replacement of investment options in accordance with written Investment Policy Statements.
• Conduct comprehensive plan reviews and facilitate client meetings in-person or virtuallyOrganize meeting minutes, deliver timely follow-up, and respond to client and internal partner inquiries.
• Drive new business development by acquiring new assets from existing clients and prospective client relationships.
• Demonstrate technical expertise in investment management, plan design, compliance rules and regulations, and fiduciary risk mitigation.
• Partner with internal advisors to deliver interdisciplinary expertise and integrated client solutionsLead, mentor, and develop team members as a people manager within the RPS practice.

Qualifications

• Bachelor's degree.
• 5+ years of experience in Retirement Plan Services for an RIA, wealth management firm, or industry provider.
• Series 65 license requiredC(k)P® designation required, or commitment to obtain within one year of hire.
• Excellent knowledge of the retirement industry, providers, services, and investment options.
• Exceptional presentation, communication, listening, and interpersonal skills.
• Strong attention to detail and proven problem-solving capabilities.
• Demonstrated ability to manage multiple projects and priorities simultaneously.
• Proactive self-starter with strong critical thinking skills and initiative.
• Proven ability to work collaboratively in a team environmentAdvanced proficiency in Microsoft Excel and Microsoft Office suite.
• Preferred: Experience with retirement industry software, including Fi360 and Plan Comparator

Perks/Benefits we offer for full-time team members

• 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

What’s in it for you

• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.