Retirement Plan Advisor - Wealth Management (Hybrid)

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

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