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.

Ideal Candidate Qualifications:

• Bachelor's degree in Financial Planning, Finance, Economics, Business, or related field preferred; advanced degrees are encouraged.
• 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; experience with financial planning software (e.g. eMoney) is strongly preferred.
• Ability to work independently and as part of a team in a dynamic environment; experience training or developing a team.

Preferred Skills:

• 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.

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.