Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 22 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 Team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Retirement Plan Services Advisor to join their dynamic team.
As a Retirement Plan Advisor at Aprio, you are responsible for sales and service of startup and smaller plans. You will be a key part of the team, providing our clients with comprehensive services that directly affect the business owner and their employees. You will use your knowledge of investments, plan design, employee education tactics, fiduciary risk mitigation, and general retirement plan consulting to execute our process of advising current clients and driving new client acquisition, primarily from internal referrals. The Retirement Plan Advisors should have substantial knowledge of how retirement plans operate, identifying areas of improvement, plan design options, and employee education tactics.
Position Responsibilities:
- Grow retirement plan services book of business in assigned regions, aligning with Aprio’s 2030 goal. Aprio’s goal in 2025 is to onboard 130 startup plans.
- Lead retirement plan opportunities in conjunction with Aprio Relationship Partner.
- Educate Partners and staff on our proven, process-driven approach to servicing retirement plans and value proposition.
- Manage and maintain client relationships by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
- Advise clients on their retirement plan investments and provide quarterly investment reports for all Retirement Plan Services clients.
- Guide clients through Aprio RPS processes for the creation of Investment, Fee, and Education Policy Statements. Ensure ongoing selection, monitoring, and replacement of investment options follows the written Investment Policy Statement.
- Complete plan review for clients and prospects, conduct meetings in-person or via Zoom / other similar methods.
- Facilitate client plan review meetings, organize meeting minutes, follow up regarding meetings, and respond to client and internal partner inquiries.
- Drive business results and acquire new assets, both from existing client base and new client acquisition,n in line with annual goals.
- Exhibit technical knowledge and competency in investment management, plan design, compliance rules and regulations, and fiduciary risk mitigation.
- Partner with internal advisors to provide interdisciplinary expertise to clients.
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
Qualifications:
- Bachelor’s degree
- C(k)P designation, or willing to achieve within a year
- 5+ years’ experience working in Retirement Plan Services for an RIA, Wealth Management Firm, or other industry provider
- Series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date
- Able to gain and maintain the respect of high-net-worth clients
- Excellent knowledge of the retirement industry, providers, services, and investments
- 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 of Excel with experience in Microsoft Office products
- Knowledge of retirement industry software, including Fi360 and Plan Comparator
- Entrepreneurial spirit
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.
