Advisor, Retirement Plan Services

NextGenEnergyJobs; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Job summary

Aprio is seeking an experienced Retirement Plan Services professional to grow the retirement plan book and lead opportunities with the Relationship Partner. You will educate staff on our proven servicing approach and deliver targeted advice that drives superior client experiences.

Responsibilities include advising on investments, preparing quarterly reports, guiding Policy Statements, and ensuring IPS compliance.

Qualifications

• C(k)P designation or willingness to obtain within 12 months.
• 5+ years’ experience working in Retirement Plan Services for an RIA, Wealth Management Firm or other provider.
• Series 65 license required; candidates may be unlicensed but must obtain within 120 days of start date.
• Ability to gain and maintain the respect of high net worth clients.
• Excellent knowledge of retirement industry, providers, services and investments.
• Ability to juggle multiple projects successfully.
• Attention to detail and problemsolving skills.
• Strong listening, communication, organizational, and interpersonal skills.
• Proactive, takes initiative, and uses critical thinking to solve problems.
• Team-oriented with proven collaboration skills.
• Advanced knowledge in Excel with Microsoft Office.
• Knowledge of Fi360 and Plan Comparator.

Responsibilities

• Grow retirement plan services book of business in assigned regions, in line with Aprio’s 2030 goal.
• Lead retirement plan opportunities with Aprio Relationship Partner.
• Educate Partners and staff on servicing retirement plans and the value proposition.
• Manage client relationships, understand client needs, provide targeted advice and deliver exceptional client experience.
• Advise clients on retirement plan investments and provide quarterly investment reports.
• Guide clients through Investment Policy Statement processes.
• Ensure ongoing monitoring and replacement of investment options per IPS.
• Complete plan reviews for clients and prospects; conduct meetings in-person or via Zoom.
• Facilitate plan review meetings, record minutes, follow up on inquiries.
• Drive business results and acquire new assets from existing and new clients.
• Exhibit knowledge in investment management, plan design, compliance rules and fiduciary risk mitigation.
• Partner with internal advisors to provide interdisciplinary expertise.
• Present as a dynamic, credible professional with clear communication.

Skills

Retirement plan experience

Series 65 license

Excel (Advanced)

Client relationship skills

Communication skills

Tools

Fi360

Plan Comparator

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

Key Responsibilities

• Grow retirement plan services book of business in assigned regions, in line with Aprio’s 2030 goal. Aprio’s goal in 2026 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 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 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 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 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.

Requirements

• 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 required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date.
• Able to gain and maintain the respect of high net worth clients.
• Excellent knowledge of 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 in Excel with experience in Microsoft Office products.
• Knowledge of retirement industry software including Fi360 and Plan Comparator.