Financial Planning Specialist

Aprio•Atlanta, GA

21d•Hybrid

About The Position

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 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.

Requirements

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

Nice To Haves

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

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.

Benefits

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