Remote Retirement Plan Advisor — Growth & Impact

Aprio; Atlanta (GA); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance on 1

401k with Profit Sharing

Flexible working (remote & hybrid)

Tuition Assistance & CPA support

Job summary

Aprio is seeking a Retirement Plan Advisor to join the Wealth Management team in a rapidly expanding firm. You will drive sales and service for startup and small plans, using expertise in investments, plan design, fiduciary risk mitigation and client education to deliver exceptional results.

Qualified candidates have 5+ years in retirement plan services, CKP or willingness to obtain CKP, and a Series 65 license or path to obtain within 120 days.

Qualifications

• Bachelor’s degree required; CPA-related credentials valued.
• C(k)P designation or willingness to obtain within one year.
• 5+ years’ experience in Retirement Plan Services for a RIA or wealth firm.
• Series 65 license required or to be obtained within 120 days of start date.
• Ability to work with high net worth clients and educate staff on processes.
• Strong knowledge of retirement industry, plan design, investments and vendors.
• Detail-oriented, multi-project management, and proactive problem solving.
• Excellent communication, organizational and interpersonal skills.

Responsibilities

• Grow retirement plan services in assigned regions and onboard startup plans.
• Lead opportunities with Aprio Relationship Partner and educate staff.
• Advise on investments, provide quarterly reports, and follow IPS.
• Assist in selecting investment options per Investment Policy Statement.
• Conduct in-person or virtual plan reviews; capture meeting notes and follow up.
• Drive new assets while meeting annual growth goals.
• Collaborate with internal advisors to provide interdisciplinary expertise.
• Maintain fiduciary risk mitigation and client education posture.

Skills

Strong communication

Attention to detail

Proactive problem solving

Team collaboration

Education

Bachelor’s degree

C(k)P designation

Series 65 license

Tools

Fi360

Plan Comparator

Excel

Job description

Aprio is seeking a Retirement Plan Advisor to join the Wealth Management team in a rapidly expanding firm. You will drive sales and service for startup and small plans, using expertise in investments, plan design, fiduciary risk mitigation and client education to deliver exceptional results.

Qualified candidates have 5+ years in retirement plan services, CKP or willingness to obtain CKP, and a Series 65 license or path to obtain within 120 days.