Wealth Advisor

Aprio•Atlanta, GA

6d•Hybrid

About The Position

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 Wealth Advisor to join their dynamic team. As a Wealth Advisor at Aprio, you are responsible for advising families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the tam providing our clients that advice. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals. The Wealth Advisor should have substantial knowledge in financial planning concepts, investments, estate and retirement planning, and insurance. Our client experience revolves around a personal financial plan and includes advice on all our clientsâ financial needs.

Requirements

Bachelorâs degree.
CFP designation, or working towards it.
5+ yearsâ experience working in Financial Planning for an RIA or Wealth Management Firm.
Series 7 & 63 licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date.
Ability to integrate financial strategies and investments for clients.
Able to gain and maintain the respect of high net worth clients.
Excellent knowledge of financial markets, products, and services.
Ability to juggle multiple projects successfully.
Exceptional attention to detail and skilled problem solver.
Strong listening, communication, organizational, and interpersonal skills.
Proactive, takes initiative, and uses critical thinking to solve problems.
Proven capability to work in a team environment.
Advanced knowledge in Excel with experience in Microsoft Office products.
Knowledge of financial planning software.
Entrepreneurial spirit.

Responsibilities

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management.
Facilitate client meetings, organize meeting notes, follow up regarding meetings and respond to client and internal advisor inquiries.
Perform investment management tasks such as account review, rebalancing, tax loss harvesting, and can place trades when needed on occasion.
Drive business results and acquire new assets, both from existing client base and new client acquisition.
Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance and estate planning, charitable giving and cash flow planning.
Partner with internal tax advisors to provide interdisciplinary expertise to clients.
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.

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 â 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
Working with an industry leader: Be part of a high-growth firm that is passionate for whatâs 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.