Wealth Advisor

Aprio; Boston (MA); On-site; USD 150,000 - 260,000; Full time

Job summary

Aprio’s Wealth Management division is seeking a Wealth Advisor to join its dynamic team. You will drive new client development while advising families on building, preserving, and managing their wealth with integrated tax, planning, and investment guidance.

You will leverage knowledge of investments, estate and retirement planning, and risk management to advise current clients and grow the book from internal referrals. A CFP and Series 65 are expected.

Qualifications

• Bachelor's degree required.
• CFP designation required.
• 10+ years' experience in financial planning for an RIA or wealth management firm.
• Series 65 license required.

Responsibilities

• Drive new business and originate client relationships.
• Advise clients on balance sheet, asset allocation, investment management.
• Facilitate client meetings, organize notes, and follow up on inquiries.
• Develop referral ecosystems with CRLs, centers of influence and market stakeholders.
• Drive 360 team cohesion and develop team members including associates and planners.
• Collaborate with internal tax advisors to provide interdisciplinary advice.

Skills

Relationship management

Investment knowledge

Financial planning

Wealth planning

Education

Bachelor's degree

CFP designation

Series 65 license

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.

Join Aprio’s Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their dynamic team.

As a Wealth Advisor at Aprio, you are responsible for driving new client development, while advising families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the team providing our clients with that advice. You will use your knowledge of investments, financial planning, and risk management to both advise current clients on all aspects of their balance sheet and drive new client acquisition, primarily from internal referrals. The Wealth Advisor should have substantial knowledge in financial planning concepts, investments, estate and retirement planning, and insurance. Our client experience revolves around a personal financial plan and includes advice on all our clients’ financial needs.

Responsibilities

• Drive new business and proactively originate new client relationships.
• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering exceptional client experience.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management.
• Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.
• Develop and activate referral ecosystems with CRLs, centers of influence, and key market stakeholders.
• Drive 360 team cohesion and invest in the development of 360 team members, including Client Service Associate and Financial Planner.
• Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.
• Exhibit technical knowledge and competency in investment management (specifically with the ETF and mutual fund markets), retirement, insurance, and estate planning, charitable giving, and cash flow planning.
• Partner with internal tax advisors to provide interdisciplinary expertise to clients.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Operate as a connecter across Aprio, mentoring team members and influencing go-to-market strategy while scaling relationships through the broader team.

Qualifications

• Bachelor’s degree.
• CFP designation.
• 10+ years’ experience working in Financial Planning for an RIA or Wealth Management Firm.
• The series 65 license is required for the position; however, unlicensed