Position responsibilities:

• 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

Qualifications:

• 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)