Advisor, Retirement Plan Services

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.

Aprio Wealth Management is seeking an Advisor, Retirement Plan Services to join our fee-only wealth management team, fully integrated with Aprio, a CPA-led business advisory firm. In this role, you will serve as a trusted advisor to retirement plan clients, delivering comprehensive services spanning investment management, plan design, fiduciary risk mitigation, and employee education. You will manage and grow an assigned book of retirement plan clients, identify new revenue opportunities, and partner across interdisciplinary teams to deliver an exceptional client experience. This is an opportunity to thrive in a process-driven, fast-paced environment that rewards deep expertise, initiative, and professional growth.