Financial Planning Specialist
AprioAtlanta, Georgia, United States • Philippines
Posted October 28, 2025
Full Time
About the Company
Aprio is a premier full-service business advisory, tax, and accounting firm established in 1952. With a team of over 2,300 professionals, Aprio offers a wide range of services including audit and accounting, tax planning, business consulting, wealth management, and international services. Known for its genuine care and proven experience, Aprio serves clients across various industries from startups to market leaders, helping them achieve their financial goals and protect their wealth.
Job Description
Aprio is seeking a Financial Planning Specialist to deliver comprehensive financial planning services to clients. This role involves meeting with clients, analyzing their financial information, and collaborating with other partners to provide exemplary client experience. Aprio's advisory group is a rapidly growing firm focused on serving the nation's wealth and financial planning needs.
Requirements
- Meet with clients to learn about their unique situation and develop financial plans.
- Analyze client's financial information.
- Collaborate with Wealth Advisors, Client Services, Operations, and other partners.
- Prepare and deliver reports and presentations.
Benefits
- Medical, Dental, and Vision Insurance
- Flexible Spending Account
- Dependent Care Account
- 401k
- Holiday Time Off
- Parental Leave
- Tuition Assistance Program
- CPA Support Program
- Wellness Program
- Remote/Hybrid Options
- Incentive Compensation
- Professional Development Opportunities
