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Senior Financial Planner & Team Leader (Hybrid)

Aprio

Aprio's Wealth Management Team is seeking a Senior Financial Planner to deliver comprehensive planning for high-net-worth clients and mentor a growing team of Financial Planning Specialists. This role blends leadership with hands-on client engagement, leveraging advanced planning tools to craft retirement, estate, insurance, education, and investment strategies. You will collaborate with Wealth Advisors, Client Services, and Operations to ensure exceptional client experience, maintain up-to-date #J-18808-Ljbffr Aprio

Vacancy posted 2 days ago
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