Aprio · 3 hours ago
Financial Planning Specialist
Atlanta, GA
Full-time
Hybrid
Mid Level
3+ years expAprio is a nationally ranked CPA and advisory firm that is passionate for what's next. The Financial Planning Specialist will deliver comprehensive financial planning to clients, helping them maximize their opportunities and achieve their financial goals.
AccountingFinancial Services
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
Qualification
Required
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
Preferred
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
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
Company
Aprio
Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.
1001-5000 employees
H1B Sponsorship
Aprio has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (7)
2022 (7)
2021 (3)
2020 (4)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners
2024-07-11Private Equity
Leadership Team
Richard Kopelman
Chief Executive Officer
Carolyn O'Boyle
Chief People Officer
Recent News
2025-11-10
2025-11-07
Company data provided by crunchbase