Financial Planning Specialist

United States·ChicagoFull Timemid

Finance & AccountingOtherFinancial Planning

2 views0 saves0 applied

Apply Now

Quick Summary

Overview

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,

Technical Tools

Finance & AccountingOtherFinancial Planning

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 Advisory Group, LLC is a progressive, fast-growing firm looking for a Financial Planning Specialist to join their dynamic team.

The Financial Planning Specialist will deliver comprehensive financial planning to clients. This may be a stand-alone engagement or integrated into an existing advisor relationship. This role is ideal for someone pursuing a career as a financial planner, who is detail-oriented, analytical, and committed to helping clients achieve their financial goals!

Meet with clients to learn about their unique situation; develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.

Analyze clients’ financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents.

Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation.

Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings.

Maintain accurate and up-to-date client records across multiple systems, including but not limited to financial planning software, client portal, portfolio management system, and internal CRM.

Ensure compliance with internal policies and regulatory requirements.

Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support.

Bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field preferred

CFP® certification strongly preferred

3+ years of relevant experience in financial planning, wealth management, or related financial services segment; preferably in a client-facing role

Experience with the needs to mass affluent and high-net worth families

Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly

Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests.

Proficiency in Microsoft Office Suite; experience with financial planning software (e.g., eMoney) is strongly preferred

Ability to work independently and collaboratively in a team environment

Preferred Skills:

Familiarity with investment management concepts and financial products