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Retirement Plan Services Advisor — Fiduciary Expert
Job in
Atlanta, Fulton County, Georgia, 30383, USA
Listed on 2026-07-26
Listing for:
NextGenEnergyJobs
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Aprio is seeking an experienced Retirement Plan Services professional to grow the retirement plan book and lead opportunities with the Relationship Partner. You will educate staff on our proven servicing approach and deliver targeted advice that drives superior client experiences.
Responsibilities include advising on investments, preparing quarterly reports, guiding Policy Statements, and ensuring IPS compliance.
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