Advisor, Retirement Plan Services

Aprio•Atlanta, GA

19h

About The Position

Aprio Wealth Management is seeking an Advisor, Retirement Plan Services to join its fee-only wealth management team, integrated with Aprio, a CPA-led business advisory firm. The Advisor serves as a trusted advisor to retirement plan clients, providing services that include investment management, plan design, fiduciary risk mitigation, and employee education. This role manages and grows an assigned book of retirement plan clients, identifies revenue opportunities, and partners with interdisciplinary teams to deliver client service. It also includes leadership responsibilities as a people manager within the Retirement Plan Services practice. The position offers opportunities to build a retirement plan business, collaborate with professionals across wealth management, tax, and business advisory, support the financial futures of business owners and employees, and pursue professional development and advancement within a growing firm.

Requirements

Bachelor's degree.
At least 5 years of experience in Retirement Plan Services for an RIA, wealth management firm, or industry provider.
Series 65 license required.
C(k)P® designation required, or commitment to obtain it within one year of hire.
Excellent knowledge of the retirement industry, providers, services, and investment options.
Exceptional presentation, communication, listening, and interpersonal skills.
Strong attention to detail and proven problem-solving capabilities.
Ability to manage multiple projects and priorities simultaneously.
Proactive self-starter with critical thinking skills and initiative.
Ability to work collaboratively in a team environment.
Advanced proficiency in Microsoft Excel and the Microsoft Office suite.

Nice To Haves

Experience with retirement industry software, including Fi360 and Plan Comparator.

Responsibilities

Grow and manage an assigned retirement plan services book of business aligned with Aprio's 2030 strategic plan.
Educate Partners and colleagues on the process-driven approach to servicing retirement plans and the team's value proposition.
Build and maintain client relationships by understanding client needs and delivering targeted advice.
Advise clients on retirement plan investments and deliver quarterly investment reports to RPS clients.
Guide clients through processes for creating and managing Investment, Fee, and Education Policy Statements.
Select, monitor, and replace investment options in accordance with written Investment Policy Statements.
Conduct comprehensive plan reviews and facilitate client meetings in person or virtually.
Organize meeting minutes, provide timely follow-up, and respond to client and internal partner inquiries.
Drive new business development by acquiring assets from existing clients and prospective client relationships.
Apply technical expertise in investment management, plan design, compliance rules and regulations, and fiduciary risk mitigation.
Partner with internal advisors to deliver interdisciplinary expertise and integrated client solutions.
Lead, mentor, and develop team members as a people manager within the RPS practice.

Benefits

Medical, dental, and vision insurance beginning on the first day of employment.
Flexible Spending Account and Dependent Care Account.
401(k) with profit sharing.
Nine or more holidays and discretionary time off structure.
Parental leave for 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.
Wellness program.
Flexible working environment, including remote and hybrid options.
Professional development resources and advancement opportunities.
Competitive compensation and industry-leading benefits.