Financial Planning Specialist

Financial Planning Specialist

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 Financial Planning Specialist to join their dynamic team.

The Financial Planning Specialist will deliver comprehensive financial planning to clients. This may be a stand-alone engagement or integrated into an existing advisor relationship. This role is ideal for someone pursuing a career as a financial planner, who is detail-oriented, analytical, and committed to helping clients achieve their financial goals!

Responsibilities:

• Meet with clients to learn about their unique situation; develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
• Analyze clients' financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents.
• Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation.
• Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings.
• Maintain accurate and up-to-date client records across multiple systems, including but not limited to financial planning software, client portal, portfolio management system, and internal CRM.
• Ensure compliance with internal policies and regulatory requirements.
• Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support.

Qualifications:

• Bachelor's degree in Financial Planning, Finance, Economics, Business, or related field preferred
• CFP certification strongly preferred
• 3+ years of relevant experience in financial planning, wealth management, or related financial services segment; preferably in a client-facing role
• Experience with the needs to mass affluent and high-net worth families
• Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly
• Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests.
• Proficiency in Microsoft Office Suite; experience with financial planning software (e.g., eMoney) is strongly preferred
• Ability to work independently and collaboratively in a team environment
• Preferred Skills:
• Familiarity with investment management concepts and financial products
• Knowledge of regulatory requirements and industry best practices
• Exceptional attention to detail and time management
• Strong client service orientation and professional demeanor

$75,000 - $125,000 a year The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

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.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.