Aprio
Aprio5mo ago
USD 125000–150000/yr

Senior Financial Planner

United StatesChicagoFull Timesenior
OtherFinancial Planner
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Overview

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,

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OtherFinancial Planner
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.

Join Aprio's Wealth Management team, and you will help clients maximize their opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Financial Planner to join their dynamic team. 
 
The Senior Financial Planner will deliver comprehensive financial planning to clients with significant complexity. This may be a stand-alone engagement or integrated into an existing advisor relationship. In addition, the Senior Financial Planner will mentor and develop a team of Financial Planning Specialists. This role is ideal for someone interested in growing their skills as a leader, who is process-oriented, committed to helping clients achieve their financial goals, and developing a quickly growing team.
  • Directly supervise a team of financial planners, provide ongoing training opportunities and feedback. 
  • Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning. 
  • Analyze clients’ financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents. 
  • Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation. 
  • Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings. 
  • Maintain accurate and up-to-date client records across multiple systems, including but not limited to 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. 
  • Bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field preferred; advanced degrees are encouraged 
  • CFP® certification or other accredited designation required 
  • 5+ years of relevant experience in financial planning, wealth management, or related financial services segment in a client-facing role 
  • Experience with the distinct needs of high-net worth and ultra-high-net worth families 
  • Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly 
  • Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests. 
  • Proficiency in Microsoft Office Suite; experience with financial planning software (e.g. eMoney) is strongly preferred 
  • Ability to work independently and as part of a team in a dynamic environment; experience training or developing a team
  • Preferred Skills: 
  • Familiarity with investment management concepts and financial products 
  • Knowledge of regulatory requirements, industry best practices, and technology solutions 
  • Experience with managing, training, and mentoring individuals in a professional setting 
  • Exceptional attention to detail and time management 
  • Strong client service orientation, behavioral finance knowledge, and professional demeanor    
  • Listing Details

    Posted
    October 28, 2025
    First seen
    March 26, 2026
    Last seen
    April 22, 2026

    Posting Health

    Days active
    27
    Repost count
    0
    Trust Level
    44%
    Scored at
    April 22, 2026

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    Aprio
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    Aprio is a leading business advisory and accounting firm known for its comprehensive services and client-centric approach.

    Employees
    3k+
    Founded
    1952
    View company profile
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    AprioSenior Financial PlannerUSD 125000–150000