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.