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Wealth Advisor

Aprio· Wealth Management
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Hybrid (New York, NY), Hybrid (Philadelphia, PA), Hybrid (Boston, MA)$150k - $250kFull-timePosted 8mo ago

About the role

Join Aprio's Wealth Management team to help clients maximize opportunities by providing contextual advice at the intersection of Tax Planning, Financial Planning, and Investment Management. The Wealth Advisor will drive new client development, advise families on building and managing wealth, and leverage internal referrals.

Responsibilities

  • Drive new business and proactively originate new client relationships.
  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering exceptional client experience.
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and risk management.
  • Facilitate client meetings, organize meeting notes, follow up regarding meetings, and respond to client and internal advisor inquiries.
  • Develop and activate referral ecosystems with CRLs, centers of influence, and key market stakeholders.
  • Drive 360 team cohesion and invest in the development of 360 team members, including Client Service Associate and Financial Planner.
  • Perform investment management tasks such as account review, rebalancing, and tax loss harvesting, and can place trades when needed on occasion.
  • Exhibit technical knowledge and competency in investment management (ETF and mutual fund markets), retirement, insurance, estate planning, charitable giving, and cash flow planning.
  • Partner with internal tax advisors to provide interdisciplinary expertise to clients.
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
  • Operate as a connector across Aprio, mentoring team members and influencing go-to-market strategy while scaling relationships through the broader team.

Qualifications

  • Bachelor’s degree.
  • CFP designation.
  • 10+ years’ experience working in Financial Planning for an RIA or Wealth Management Firm.
  • The Series 65 license is required for the position; however, unlicensed candidates are considered but required to obtain licenses within 120 days of the start date.
  • Ability to integrate financial strategies and investments for clients.
  • Able to gain and maintain the respect of high-net-worth clients.
  • Excellent knowledge of financial markets, products, and services.
  • Ability to juggle multiple projects successfully.
  • Exceptional attention to detail and skilled problem solver.
  • Strong listening, communication, organizational, and interpersonal skills.
  • Proactive, takes initiative, and uses critical thinking to solve problems.
  • Proven capability to work in a team environment.
  • Advanced knowledge in Excel with experience in Microsoft Office products.
  • Knowledge of financial planning software.
  • Entrepreneurial spirit.

Skills

Required:Bachelor’s degreeCFP designationSeries 65 licenseFinancial planningInvestments (ETFs & mutual funds)Client relationship managementCommunication and presentation

Benefits

  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Aprio

Grow with Aprio

Aprio is the business advisory, tax, and accounting firm for innovators, business leaders, and entrepreneurs. Get the guidance, technology, and resources you need to compete, scale, and meet what's next with confidence.

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