The Role
The Financial Planning Specialist develops and delivers personalized financial plans for clients, analyzes financial information, and collaborates with partners to ensure compliance and a positive client experience.
Summary Generated by Built In
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. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
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 Financial Planning Specialist to join their dynamic team.
The Financial Planning Specialist will deliver comprehensive financial planning to clients. This may be a stand-alone engagement or integrated into an existing advisor relationship. This role is ideal for someone pursuing a career as a financial planner, who is detail-oriented, analytical, and committed to helping clients achieve their financial goals!
Responsibilities:
- Meet with clients to learn about their unique situation; 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 internal CRM.
- Ensure compliance with internal policies and regulatory requirements.
- Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support.
Qualifications:
- Bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field preferred
- CFP® certification strongly preferred
- 3+ years of relevant experience in financial planning, wealth management, or related financial services segment; preferably in a client-facing role
- Experience with the needs to mass affluent and 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 collaboratively in a team environment
- Preferred Skills:
- Familiarity with investment management concepts and financial products
- Knowledge of regulatory requirements and industry best practices
- Exceptional attention to detail and time management
- Strong client service orientation 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.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national 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 federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Top Skills
Crm Systems
Emoney
Financial Planning Software
Microsoft Office Suite
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain. Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
