Jobs in the United States

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Chemist Analyst
White City, OR
Assist in development of analytical specifications and product technical literature
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Lead DB Engineer/Administrator (Secret Clearance)
MKS2 Technologies
Colorado Springs, CO
Support program managers and leadership with technical planning, system modernization strategies, and risk mitigation.
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Alliance Sales Program Manager
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- From $50,000 USD / year
ARS Rescue Rooter is seeking a motivated Retail Lead Generation Manager to oversee our retail lead generation program in the Columbia, SC market.
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Sr. Project Manager - IT
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…Technology division is seeking a high performing Enterprise Project Manager. This position manages enterprise technology initiatives supporting DOAS’s statewide services, working with…
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NavMSU Program Manager
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MT
- From $26 USD / hour
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South Central Historic Preservation Program Lead
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Serve as the South Central Historic Preservation Program Lead and senior project manager for historic preservation, architectural history, and preservation planning work across the South…
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Fiscal Analyst 4 - Student Financials Manager
South Puget Sound Community College
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- $66,072 to $86,688 USD / year
…qualified candidates for the Fiscal Analyst 4 - Student Financials Manager position supporting the Financial Services…
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Operations Strategy, Finance, Business Operations Level 4
Blue Origin LLC
Seattle, WA
you will rely on your technical, operational, or business
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Quality Engineer
MBK Machine
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- $30 to $41 USD / hour
…improve these metrics where possible. The duties of the quality manager are to oversee quality operations, ensure excellent quality control of product and maintain and uphold the quality…
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SVP, Lending Technology Leader
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Senior Manager - Energy Market Analysis
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Austin, TX
We are seeking a seasoned Senior Manager with a background in providing consulting services and North American electricity markets. In this role you will work closely with senior leadership…
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Project Quality Manager
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Senior Power Converter System Engineer
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Coordinate with Program Manager, System Integration Leader, and Grid System Leader on development, validation, and other program milestones
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Compensation Manager - Las Vegas / Reno, NV
IGT, a Nevada Corporation
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…gaming experiences - powered by world‑class content, strong technical and commercial capabilities and nurtured by a culture of collaboration, accountability, and…
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Senior Cost Manager / Quantity Surveyor – Data Center Construction
Turner & Townsend
Goodyear, AZ
Turner & Townsend is seeking an experienced Senior Cost Manager / Quantity Surveyor to support cost management services on a large-scale mission-critical construction program. This…
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Senior Cost Manager / Quantity Surveyor – Data Center Construction
Turner & Townsend
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Senior Cost Manager / Quantity Surveyor – Data Center Construction
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CMT Project Manager/ Engineer
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Maintenance Technician
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…of Maintenance Technician reports directly to the Property Manager. The Maintenance Technician is responsible for the overall maintenance of the property, including but not limited…
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Nuclear Reactor Technician I or Nuclear Reactor Technician II - Oconee Nuclear Station
Duke Energy Carolinas, LLC
Seneca, SC
Depending upon the desired qualifications of the successful applicant, the hiring manager may elect to fill this position at a higher level within the job hierarchy”.
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Nuclear Instrument and Electrical Technician I or Nuclear Instrument and Electrical Technician II - Oconee Nuclear Station
Duke Energy Carolinas, LLC
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“Depending upon the desired qualifications of the successful applicant, the hiring manager may elect to fill this position at a higher level within the job hierarchy”.
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Maintenance Technician (Estates at Park Avenue)
ZRS MANAGEMENT LLC
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…of Maintenance Technician reports directly to the Property Manager. The Maintenance Technician is responsible for the overall maintenance of the property, including but not limited…
Added 3 mins ago
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Spec Sales HME
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- $79,000 to $119,000 USD / year
Provide sales teams with technical and sales presentation support for our Home Medical Equipment (HME) business to help secure new business, successful customer integration and the…
Added 3 mins ago
Global Repair Operations & Reverse Logistics Program Manager
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The Global Repair Operations & Reverse Logistics Program Manager serves as the global process owner for all Return Material Authorization (RMA), repair, refurbishment, and product recovery…
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Senior Market and Competitive Intelligence Analyst
Black & Veatch Family of Companies
Overland Park, KS
This position will interact with all levels of the company, including senior managers, technical SMEs and business development client leaders. The ideal candidate will have hands-on…

Aprio

Advisor, Retirement Plan Services

Atlanta, GA, United States

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Job details

Experience: 5+ years of experience in Retirement Plan Services for an RIA, wealth management firm, or industry provider.
Posting language: English
Posted: Nov 9, 2026

Original job description

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.

Job Summary

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.

What You'll Gain / Impact:

• Opportunity to build and grow a meaningful book of retirement plan business aligned with Aprio's 2030 strategic plan.

• Exposure to interdisciplinary collaboration across wealth management, tax, and business advisory professionals.

• Direct impact on the financial futures of business owners and their employees through comprehensive retirement planning services.

• Access to professional development resources and advancement opportunities within a high-growth, nationally recognized firm.

• A leadership platform as a people manager within a dynamic and expanding Retirement Plan Services practice.

Key Responsibilities:

Grow and manage an assigned retirement plan services book of business, aligned with Aprio's 2030 strategic plan.
Educate Partners and colleagues on a process-driven approach to servicing retirement plans and the team's value proposition.
Build and maintain strong client relationships by earning trust, understanding needs, and delivering exceptional, targeted advice.
Advise clients on retirement plan investments and deliver quarterly investment reports for all RPS clients.
Guide clients through RPS processes for the creation and management of Investment, Fee, and Education Policy Statements.
Ensure ongoing selection, monitoring, and replacement of investment options in accordance with written Investment Policy Statements.
Conduct comprehensive plan reviews and facilitate client meetings in-person or virtuallyOrganize meeting minutes, deliver timely follow-up, and respond to client and internal partner inquiries.
Drive new business development by acquiring new assets from existing clients and prospective client relationships.
Demonstrate technical expertise in investment management, plan design, compliance rules and regulations, and fiduciary risk mitigation.
Partner with internal advisors to deliver interdisciplinary expertise and integrated client solutionsLead, mentor, and develop team members as a people manager within the RPS practice.

Qualifications:

Bachelor's degree.
5+ years of experience in Retirement Plan Services for an RIA, wealth management firm, or industry provider.
Series 65 license requiredC(k)P® designation required, or commitment to obtain within one year of hire.
Excellent knowledge of the retirement industry, providers, services, and investment options.
Exceptional presentation, communication, listening, and interpersonal skills.
Strong attention to detail and proven problem-solving capabilities.
Demonstrated ability to manage multiple projects and priorities simultaneously.
Proactive self-starter with strong critical thinking skills and initiative.
Proven ability to work collaboratively in a team environmentAdvanced proficiency in Microsoft Excel and Microsoft Office suite.
Preferred: Experience with retirement industry software, including Fi360 and Plan Comparator

Why work for Aprio:

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members:

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

What’s in it for you:

Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

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