Wealth Advisor

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.

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team.

As a Wealth Advisor at Aprio, you are responsible for driving new client development, while advising families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the team providing our clients with that advice.

You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals. The Wealth Advisor should have substantial knowledge in financial planning concepts, investments, estate and retirement planning, and insurance.

Our client experience revolves around a personal financial plan and includes advice on all our clients’ financial needs.

Responsibilities

• Drive new business and proactively originate new client relationships.
• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering exceptional client experience.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management.
• Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.
• Develop and activate referral ecosystems with CRLs, centers of influence, and key market stakeholders.
• Drive 360 team cohesion and invest in the development of 360 team members, including Client Service Associate and Financial Planner.
• Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.
• Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning.
• Partner with internal tax advisors to provide interdisciplinary expertise to clients.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Operate as a connecter across Aprio, mentoring team members and influencing go-to-market strategy while scaling relationships through the broader team.

Qualifications

• Bachelor's degree.
• CFP designation.
• 10+ years' experience working in Financial Planning for an RIA or Wealth Management Firm.
• The series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date.
• Ability to integrate financial strategies and investments for clients.
• Able to gain and maintain the respect of high-net-worth clients.
• Excellent knowledge of financial markets, products, and services.
• Ability to juggle multiple projects successfully.
• Exceptional attention to detail and skilled problem solver.
• Strong listening, communication, organizational, and interpersonal skills.
• Proactive, takes initiative, and uses critical thinking to solve problems.
• Proven capability to work in a team environment.
• Advanced knowledge in Excel with experience in Microsoft Office products.
• Knowledge of financial planning software.
• Entrepreneurial spirit.

Key Performance Indicators / Measures

• New Client Acquisition
• Client Retention
• Net New Revenue Growth
• Partner Penetration

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.