Aprio
Advisor, Retirement Plan Services
At a Glance
- Location
- Atlanta, Georgia, United States
- Work Regime
- hybrid
- Employment
- Full Time
- Experience
- 5+ years
- Department
- Capital Partners
- Posted
- 2026-07-20T22:55:30.902000+00:00
Key Requirements
Required Skills
Benefits & Perks
edical, Dental, and Vision Insurance on the first day of employment - Flexib
Requirements
5+ years’ experience working in Retirement Plan Services for an RIA, Wealth Management Firm or other industry provider.
Able to gain and maintain the respect of high net worth clients.
Knowledge of retirement industry software including Fi360 and Plan Comparator.
Responsibilities
As a Retirement Plan Advisor at Aprio, you are responsible for sales and service of startup and smaller plans.
You will be a key part of the team providing our clients comprehensive services that affect the business owner and their employees directly.
You will use your knowledge of investments, plan design, employee education tactics, fiduciary risk mitigation and general retirement plan consulting to execute our process to both advise current clients and drive new client acquisition, primarily from internal referrals.
Grow retirement plan services book of business in assigned regions, in line with Aprio’s 2030 goal.
Aprio’s goal in 2026 is to onboard 130 startup plans.
Lead retirement plan opportunities in conjunction with Aprio Relationship Partner.
About the Company
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.