Senior Wealth Advisor

Senior 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 Senior Wealth Advisor to join their dynamic team.

About Aprio Wealth Management :

We are a dynamic fee-only Registered Investment Advisor. Together, with our affiliate Aprio, LLP, a top 25 CPA-led business advisory firm, we provide our clients contextual advice related to tax, financial planning and investments. With decades of experience serving wealthy families, the Aprio Wealth Management team is uniquely positioned to serve our clients. You will be part of the Aprio Team in providing clients contextual advice in areas of tax planning, financial planning and investment management to help build, preserve and manage their wealth over time.

We are seeking an exceptional candidate to join our Wealth Management as a Senior Wealth Advisor. Wealth Advisors provide comprehensive support to our high-net-worth client relationships by working closely with Regional Lead Wealth Advisors (RLWA) so that we can be a client's 'First Call' whenever that client contemplates anything that may impact his or her financial life now or in the future. The Wealth Advisor will serve as the lead advisor for some relationships. A successful candidate will be entrepreneurial, able to operate independently and collaboratively, and must be comfortable driving relationships and projects with little initial direction. Year 1 approximate breakdown 60% fully own relationships, 40% support Regional Lead Wealth Advisor.

Responsibilities :

Proactive management of the client relationship.

Remain accountable for providing excellent service to the client and maintaining a high level of client satisfaction.

Help clients leverage eMoney including organization of balance sheet, cash flow, estate plans and various planning scenarios, as necessary.

Coordinate with the client steward and tax preparation team to deliver a One Aprio Client experience.

Generate direct introductions to firm clients.

Drive business results by acquiring new assets from existing and new clients.

Build and maintain long term relationships with clients, prospects, and COIs.

Have a proficient understanding of Aprio's investment program and market outlook.

Stay up to date on markets and planning related rules and regulations that may impact our client base.

Lead preparation for and attend client meetings. Take notes and ensure follow up is completed.

Review quarterly performance reports for clients before posted to client portal. Identify and resolve issues.

Coordinate with the Client Service Associate to ensure tasks are requests are handled, including new investments, redemptions and cash flows.

Review client portfolios and assist in the development and presentation of investment recommendations to clients. Document in Salesforce and verify changes are implemented.

Document client notes and activities in Salesforce.

Support RWLA delivering above tasks on shared clients.

Qualifications :

Bachelor's Degree Required

5+ years of experience in financial services; 3+ in wealth management directly serving clients

5+ years sales experience

CFP / CFA and / or advanced degree a plus

Series 65 license required; unlicensed candidates required to obtain the license within 90 days of employment

Coachable with the ability to work in a team environment or independently when necessary

Trained on industry basics of financial planning, asset allocation and investments; continues to expand their industry knowledge base

Must be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment and enhance the business in keeping with Aprio's values and culture as represented by the Aprio Fundamentals

Ability to grow with the company and possesses the mindset to adapt with change

Strong communication skills, both written and verbal, and engaged listening

Excellent time management skills including multi-tasking and prioritizing responsibilities

Exceptional problem-solving capabilities in an entrepreneurial environment

Demonstrates professional maturity and sound judgment

Fits into high performance culture with accountability and high client centricity

Proficient in Microsoft Office suite (Word, Excel, PowerPoint)

Develop skills using internal and external technology including Salesforce, HubSpot and Orion (portfolio management rebalancing system)

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.