Financial Planning Specialist

Job description

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! Responsibilities: Qualifications: - Meet with clients to learn about their unique situation; develop and...