Aprio

Advisor, Retirement Plan Services

Atlanta, GA · Full-time

Sponsorship not specifiedDetected 2 days ago

ExcelLeadershipCommunicationCritical ThinkingMicrosoft Office

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.

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
Facilitate client plan review meetings, organize meeting minutes, follow up regarding meetings and respond to client and internal partner inquiries.
Exhibit technical knowledge and competency in investment management, plan design, compliance rules and regulations, and fiduciary risk mitigation.
Partner with internal advisors to provide interdisciplinary expertise to clients.

Bachelor's degree.
Series 65 license required for position
however, unlicensed candidates considered but required to obtain licenses within 120 days of start date.
Ability to juggle multiple projects successfully.
Proven capability to work in a team environment.
Advanced knowledge in Excel with experience in Microsoft Office products.
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.
C(k)P® designation, or willing to achieve within a year.
5+ years' experience working in Retirement Plan Services for an RIA, Wealth Management Firm or other industry provider.
Able to gain and maintain the respect of high net worth clients.
Excellent knowledge of retirement industry, providers, services and investments.
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.
Knowledge of retirement industry software including Fi360 and Plan Comparator.

You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
Drive business results and acquire new assets, both from existing client base and new client acquisition in line with annual goals.

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
Top rated wellness program
Flexible working environment including remote and hybrid options

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. -
You will be a key part of the team providing our clients comprehensive services that affect the business owner and their employees directly.

EMPLOYER Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race
religion
national origin
pregnancy

al 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 feder

This listing is sourced directly from Aprio's careers page and normalized into a canonical job model.