Wealth Advisor

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