Advisor, Retirement Plan Services

Aprio· United States·Yesterday

Full-timeHybrid

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, LLP is a progressive, fast-growing firm looking for a Retirement Plan Advisor to join their dynamic team.

We are a dynamic fee-only wealth management firm that is fully integrated into Aprio, a CPA-led business advisory firm. You will be part of the Aprio Retirement Plan Services Team in providing contextual advice in areas of investment management, plan design, fiduciary risk mitigation and employee education, in full integration with the Firm, to help clients establish, maintain and maximize the value of their retirement plan.

This opportunity provides growth in a fast-paced environment, perfect for individuals who want opportunity, professional development and new challenges. Our client experience revolves around a process driven service calendar and includes advice on all our clients’ retirement plan needs.