Advisor, Retirement Plan Services

Aprio; Atlanta (GA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401k with Profit Sharing

Discretionary incentive compensation

Remote and hybrid options

Tuition Assistance and CPA support

Job summary

Aprio Wealth Management seeks an Advisor, Retirement Plan Services to join our fee-only wealth management team. You will serve retirement plan clients with investment management, plan design, fiduciary risk mitigation, and employee education, managing and growing an assigned client book.

You will identify revenue opportunities and collaborate across teams to deliver superior client experiences. This process-driven, fast-paced role rewards deep expertise, initiative and professional growth, with

Qualifications

• Bachelor's degree required.
• 5+ years in Retirement Plan Services for an RIA, wealth management firm, or provider.
• Series 65 license required.
• C(k)P designation required, or commitment to obtain within one year.
• Strong knowledge of retirement industry, providers, services, and options.
• Excellent presentation, communication, listening and interpersonal skills.
• Strong attention to detail and problem solving.
• Ability to manage multiple projects and priorities.
• Proactive self-starter with critical thinking and initiative.
• Ability to collaborate in a team environment.
• Advanced proficiency in Microsoft Excel and Office.
• Preferred: Fi360 and Plan Comparator experience.

Responsibilities

• Grow and manage a retirement plan services book aligned with Aprio's plan.
• Educate Partners on a process-driven retirement plan servicing approach.
• Build strong client relationships through trust and tailored advice.
• Advise on retirement plan investments and deliver quarterly reports.
• Guide clients through Investment, Fee, and Education Policy Statements.
• Monitor and replace investment options per Investment Policy Statements.
• Conduct plan reviews and organize meetings with clients and partners.
• Drive new business by acquiring assets from existing and prospective clients.
• Demonstrate expertise in investment management, plan design, compliance and fiduciary risk.
• Partner with internal advisors to deliver interdisciplinary solutions and mentor team members.

Skills

Client communication

Presentation skills

Detail-oriented

Multi-tasking

Team collaboration

Excel proficiency

Education

Bachelor's degree

Series 65 license

C(k)P designation

Tools

Fi360

Plan Comparator

Job description

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.

Job Summary

Aprio Wealth Management is seeking an Advisor, Retirement Plan Services to join our fee-only wealth management team, fully integrated with Aprio, a CPA-led business advisory firm. In this role, you will serve as a trusted advisor to retirement plan clients, delivering comprehensive services spanning investment management, plan design, fiduciary risk mitigation, and employee education. You will manage and grow an assigned book of retirement plan clients, identify new revenue opportunities, and partner across interdisciplinary teams to deliver an exceptional client experience. This is an opportunity to thrive in a process-driven, fast-paced environment that rewards deep expertise, initiative, and professional growth.

What You'll Gain / Impact

• Opportunity to build and grow a meaningful book of retirement plan business aligned with Aprio's 2030 strategic plan.
• Exposure to interdisciplinary collaboration across wealth management, tax, and business advisory professionals.
• Direct impact on the financial futures of business owners and their employees through comprehensive retirement planning services.
• Access to professional development resources and advancement opportunities within a high-growth, nationally recognized firm.
• A leadership platform as a people manager within a dynamic and expanding Retirement Plan Services practice.

Key Responsibilities

• Grow and manage an assigned retirement plan services book of business, aligned with Aprio's 2030 strategic plan.
• Educate Partners and colleagues on a process-driven approach to servicing retirement plans and the team's value proposition.
• Build and maintain strong client relationships by earning trust, understanding needs, and delivering exceptional, targeted advice.
• Advise clients on retirement plan investments and deliver quarterly investment reports for all RPS clients.
• Guide clients through RPS processes for the creation and management of Investment, Fee, and Education Policy Statements.
• Ensure ongoing selection, monitoring, and replacement of investment options in accordance with written Investment Policy Statements.
• Conduct comprehensive plan reviews and facilitate client meetings in-person or virtually. Organize meeting minutes, deliver timely follow-up, and respond to client and internal partner inquiries.
• Drive new business development by acquiring new assets from existing clients and prospective client relationships.
• Demonstrate technical expertise in investment management, plan design, compliance rules and regulations, and fiduciary risk mitigation.
• Partner with internal advisors to deliver interdisciplinary expertise and integrated client solutions. Lead, mentor, and develop team members as a people manager within the RPS practice.

Qualifications

• Bachelor's degree.
• 5+ years of experience in Retirement Plan Services for an RIA, wealth management firm, or industry provider.
• Series 65 license required.
• C(k)P® designation required, or commitment to obtain within one year of hire.
• Excellent knowledge of the retirement industry, providers, services, and investment options.
• Exceptional presentation, communication, listening, and interpersonal skills.
• Strong attention to detail and proven problem-solving capabilities.
• Demonstrated ability to manage multiple projects and priorities simultaneously.
• Proactive self-starter with strong critical thinking skills and initiative.
• Proven ability to work collaboratively in a team environment.
• Advanced proficiency in Microsoft Excel and Microsoft Office suite.
• Preferred: Experience with retirement industry software, including Fi360 and Plan Comparator.

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.