Wealth Advisor
Posted on 9/5/2023

1,001-5,000 employees

Comprehensive business advisory and CPA firm services
Company Overview
Aprio stands out as a premier CPA and business advisory firm, offering a comprehensive suite of services including advisory, assurance, tax, outsourcing, staffing, and private client services. Their competitive edge lies in their integrated team approach, deep industry understanding, and strategic foresight, catering to a diverse range of sectors from manufacturing to technology. With a global reach, a team of 1000+ members speaking over 30 languages, and a client base in over 50 countries, Aprio demonstrates industry leadership and a commitment to client success.
Financial Services
Industrial & Manufacturing
Real Estate

Company Stage


Total Funding





Atlanta, Georgia

Growth & Insights

6 month growth


1 year growth


2 year growth

Atlanta, GA, USA
Experience Level
Desired Skills
Sales & Account Management
  • Bachelor's Degree Required
  • 5+ years of experience in financial services; 3+ in wealth management directly serving clients
  • 5+ years sales experience
  • CFP/CFA and/or advanced degree a plus
  • Series 65 license required; unlicensed candidates required to obtain the license within 90 days of employment
  • Coachable with the ability to work in a team environment or independently when necessary
  • Trained on industry basics of financial planning, asset allocation and investments; continues to expand their industry knowledge base
  • Must be able to perform successfully in a fast-paced, intellectually intense, service-oriented environment and enhance the business in keeping with Aprio's values and culture as represented by the Aprio Fundamentals
  • Ability to grow with the company and possesses the mindset to adapt with change
  • Strong communication skills, both written and verbal, and engaged listening
  • Excellent time management skills including multi-tasking and prioritizing responsibilities
  • Exceptional problem-solving capabilities in an entrepreneurial environment
  • Demonstrates professional maturity and sound judgment
  • Fits into high performance culture with accountability and high client centricity
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint)
  • Develop skills using internal and external technology including Salesforce, HubSpot and Orion (portfolio management rebalancing system)
  • Proactive management of the client relationship
  • Remain accountable for providing excellent service to the client and maintaining a high level of client satisfaction
  • Help clients leverage eMoney including organization of balance sheet, cash flow, estate plans and various planning scenarios, as necessary
  • Coordinate with the client steward and tax preparation team to deliver a One Aprio Client experience
  • Generate direct introductions to firm clients
  • Drive business results by acquiring new assets from existing and new clients
  • Build and maintain long term relationships with clients, prospects, and COIs
  • Have a proficient understanding of Aprio's investment program and market outlook
  • Stay up to date on markets and planning related rules and regulations that may impact our client base
  • Lead preparation for and attend client meetings. Take notes and ensure follow up is completed
  • Review quarterly performance reports for clients before posted to client portal. Identify and resolve issues
  • Coordinate with the Client Service Associate to ensure tasks are requests are handled, including new investments, redemptions and cash flows
  • Review client portfolios and assist in the development and presentation of investment recommendations to clients. Document in Salesforce and verify changes are implemented
  • Document client notes and activities in Salesforce
  • Support RWLA delivering above tasks on shared clients