Wealth Advisor | Hybrid/Remote Growth + CFP

Aprio; Portland (OR); Hybrid; USD 150,000 - 250,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Profit Sharing

Parental Leave

Tuition Assistance & CPA support

Discretionary incentive compensation

Origination incentives

Wellness program

Remote & Hybrid options

Job summary

Aprio is seeking a Wealth Advisor to join its Wealth Management team. You will advise families on building, preserving, and managing wealth, integrating tax planning, financial planning, and investment management.

You will manage client relationships, support asset allocation, and drive new client acquisition from internal referrals, with opportunities to work in a flexible remote/hybrid environment.

Qualifications

• Bachelor’s degree in a related field.
• CFP designation, or working toward it.
• 5+ years’ experience in Financial Planning for an RIA or Wealth Management.
• Series 65 license required or must obtain within 120 days.
• Strong knowledge of financial markets, products, and services.
• Excellent communication and relationship-building skills.

Responsibilities

• Manage and maintain client relationships with trust and insight.
• Advise on balance sheet, asset allocation, investment management, and risk.
• Facilitate meetings, organize notes, and follow up with clients/advisors.
• Perform investment management tasks including rebalancing and tax considerations.
• Drive new assets via client referrals and cross-selling.
• Collaborate with internal tax advisors for holistic planning.
• Present clearly and credibly to clients and stakeholders.

Skills

Client relationship management

Financial planning

Investment management

Communication

Team collaboration

Attention to detail

Problem solving

Education

Bachelor's degree

CFP designation or in progress

Tools

Excel

Microsoft Office

Financial planning software

Job description

Aprio is seeking a Wealth Advisor to join its Wealth Management team. You will advise families on building, preserving, and managing wealth, integrating tax planning, financial planning, and investment management.

You will manage client relationships, support asset allocation, and drive new client acquisition from internal referrals, with opportunities to work in a flexible remote/hybrid environment.