Financial Planner

Benefits and culture

This hybrid role based in Overland Park, Kansas, offers a lucrative salary range of $81,000 to $135,000 annually. You will join Aprio's Wealth Management team, focusing on delivering comprehensive financial planning for clients while supporting plan development, client relationships, and business growth.

• Medical, Dental, and Vision Insurance on day one
• Flexible Spending Account and Dependent Care Account
• 401(k) with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave coverage for 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 tied to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What’s in it for you

• Working with an industry leader: join a high-growth firm focused on what's next
• An awesome culture: the Aprio Way guides daily interactions and client experiences through thirty-one fundamental behaviors
• A great team: collaborate with energetic, caring, ambitious professionals
• Entrepreneurship: freedom to innovate and help position Aprio as the national CPA firm of choice
• Growth opportunities: ongoing learning and advancement within a supportive environment
• Competitive compensation: strong pay, leading benefits, and a flexible work environment supporting work-life balance

Responsibilities

• Meet with clients to learn their unique circumstances and develop personalized financial plans addressing retirement, estate, insurance, education, and investments
• Analyze clients' financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other documents
• Collaborate with Wealth Advisors, Client Services, Operations and other partners to deliver an exceptional client experience and implement plans
• Prepare and present reports, presentations, and planning documents during online and in-person meetings
• Maintain accurate and up-to-date client records across multiple systems, including financial planning software, client portal, portfolio management system, and CRM
• Ensure compliance with internal policies and regulatory requirements
• Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support

Requirements

• A bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field is preferred
• CFP® certification strongly preferred
• 3+ years of relevant experience in financial planning, wealth management, or related financial services, preferably in a client-facing role
• Experience serving mass affluent and high net worth families
• Excellent interpersonal and communication skills with the ability to build rapport and explain financial concepts clearly
• Strong ethics and integrity with a commitment to client confidentiality and acting in their best interests
• Proficiency in Microsoft Office Suite; experience with financial planning software such as eMoney is strongly preferred
• Ability to work independently and collaboratively in a team environment
• Familiarity with investment management concepts and financial products
• Knowledge of regulatory requirements and industry best practices
• Exceptional attention to detail and time management
• Strong client service orientation and professional demeanor

Technologies

• Microsoft Office Suite
• eMoney