Advisor

• Build and grow a meaningful book of retirement plan business aligned with Aprio's 2030 strategic plan.
• Collaborate across wealth management, tax, and business advisory professionals.
• Deliver comprehensive retirement planning services for business owners and their employees.
• Grow and manage an assigned retirement plan services book of business.
• Educate Partners and colleagues on servicing retirement plans and the team's value proposition.
• Build and maintain client relationships by understanding needs and delivering targeted advice.
• Advise clients on retirement plan investments and deliver quarterly investment reports.
• Guide clients through the creation and management of Investment, Fee, and Education Policy Statements.
• Select, monitor, and replace investment options according to written Investment Policy Statements.
• Conduct comprehensive plan reviews and facilitate client meetings in-person or virtually.
• Organize meeting minutes, deliver timely follow-up, and respond to client and internal partner inquiries.
• Drive new business development by acquiring new assets from existing and prospective clients.
• Demonstrate expertise in investment management, plan design, compliance rules and regulations, and fiduciary risk mitigation.
• Partner with internal advisors to deliver interdisciplinary expertise and integrated client solutions.
• Lead, mentor, and develop team members as a people manager within the RPS practice.

Explore Retirement Plan Services Advisor at Aprio. Review requirements and application details.