Financial Planning Specialist

Overview

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.

• Meet with clients to learn about their unique situation and develop and deliver personalized financial plans, 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 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.

• 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 of 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.

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.

• Medical, Dental, and Vision Insurance on the first day of employment.
• Flexible Spending Account and Dependent Care Account.
• 401(k) 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.

• 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…