Senior Financial Planner

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 Senior Financial Planner to join their dynamic team. The Senior Financial Planner will deliver comprehensive financial planning to clients with significant complexity. This may be a stand-alone engagement or integrated into an existing advisor relationship. In addition, the Senior Financial Planner will mentor and develop a team of Financial Planning Specialists. This role is ideal for someone interested in growing their skills as a leader, who is process-oriented, committed to helping clients achieve their financial goals, and developing a quickly growing team.

Responsibilities

Directly supervise a team of financial planners, provide ongoing training opportunities and feedback; Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to 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 CRM; Ensure compliance with internal policies and regulatory requirements; Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support

Requirements

CFP® certification or other accredited designation required; 5+ years of relevant experience in financial planning, wealth management, or related financial services segment in a client-facing role; Experience with the distinct needs of high-net worth and ultra-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; Ability to work independently and as part of a team in a dynamic environment; experience training or developing a team

Nice to have

Bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field preferred; advanced degrees are encouraged; Experience with financial planning software (e.g. eMoney) is strongly preferred; Familiarity with investment management concepts and financial products; Knowledge of regulatory requirements, industry best practices, and technology solutions; Experience with managing, training, and mentoring individuals in a professional setting; Exceptional attention to detail and time management; Strong client service orientation, behavioral finance knowledge, and professional demeanor

Benefits

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