Finance Jobs at Aprio with Visa Sponsorship
Finance jobs at Aprio span advisory, audit, and tax functions across a nationally recognized accounting firm. For international candidates, Aprio has an established path for employer-sponsored immigration support, making it a realistic target if you're pursuing permanent residence through employment-based categories.
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Get Access To All JobsINTRODUCTION
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.
ROLE AND RESPONSIBILITIES:
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.
BASIC QUALIFICATIONS:
- 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 QUALIFICATIONS:
- 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
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
INTRODUCTION
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.
ROLE AND RESPONSIBILITIES:
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.
BASIC QUALIFICATIONS:
- 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 QUALIFICATIONS:
- 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
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
See all Finance Jobs at Aprio
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Finance Jobs at Aprio.
Get Access To All JobsTips for Finding Finance Jobs at Aprio
Align your credentials with CPA expectations
Aprio's Finance roles typically require or strongly prefer CPA licensure or active candidacy. If your accounting credentials are from outside the U.S., get a foreign credential evaluation completed before applying so you can address equivalency questions directly in your interview.
Target roles where PERM labor certification applies
Aprio has sponsored through employment-based Green Card categories, which require PERM. Finance roles involving specialized tax, audit, or advisory work are more likely to support a PERM filing than generalist positions, so focus your search on technical finance functions.
Search Aprio Finance openings on Migrate Mate
Aprio posts Finance roles across multiple locations and functions. Use Migrate Mate to filter specifically for Aprio positions that are open to visa sponsorship, so you're not wasting time on postings that won't support your immigration status.
Ask about sponsorship scope during early conversations
Accounting firms often distinguish between supporting an H-1B transfer and initiating a new PERM process. In your recruiter screen, ask directly whether the role supports both nonimmigrant status maintenance and long-term Green Card sponsorship, not just one or the other.
Prepare your immigration timeline before receiving an offer
If you're on OPT or a visa with a fixed end date, map out your timeline before negotiations start. PERM labor certification alone can take 12 to 18 months, and knowing your runway helps you ask informed questions about when Aprio would initiate the process.
Verify Aprio's E-Verify participation before starting
As a condition of employment, confirm that your hiring entity is enrolled in E-Verify. For F-1 OPT extensions under STEM, your employer must be an active E-Verify participant. This is a DOL and DHS requirement that needs to be confirmed before your first day, not after.
Frequently Asked Questions
Does Aprio sponsor H-1B visas for Finance roles?
Aprio has a history of employer-sponsored immigration for Finance positions, but their documented sponsorship activity is concentrated in employment-based Green Card categories rather than new H-1B visa cap filings. If you already hold H-1B status with another employer, a transfer to Aprio is more straightforward than initiating a new H-1B petition from scratch. Confirm the specific sponsorship scope with your recruiter early in the process.
Which visa types are commonly used for Finance roles at Aprio?
For Finance professionals at Aprio, the most relevant visa categories are the H-1B for specialty occupation work and employment-based Green Card pathways, specifically EB-2 for roles requiring an advanced degree or exceptional ability, and EB-3 for positions requiring a bachelor's degree and professional experience. The right category depends on your educational background, the specific role, and the prevailing wage determination DOL requires for PERM certification.
What qualifications are expected for Finance positions at Aprio?
Aprio's Finance roles generally require a bachelor's degree in accounting, finance, or a related field, with CPA licensure or active candidacy preferred for client-facing or audit positions. For senior or specialized roles in tax advisory or transaction services, a master's degree or prior public accounting experience at a regional or national firm strengthens your application considerably. Specific technical skills vary by practice area.
How do I apply for Finance jobs at Aprio?
You can browse and apply for Finance roles at Aprio directly through their careers page or through Migrate Mate, which filters job listings by visa sponsorship eligibility so you can identify Aprio postings that explicitly support international candidates. When applying, tailor your resume to the specific practice area, whether audit, tax, or advisory, and address your work authorization status clearly in your cover materials.
How do I plan around the timeline for Aprio's sponsorship process?
If Aprio initiates a PERM labor certification for your Green Card, plan for a process that can span one to two years before you even reach the I-140 petition stage, with additional wait times depending on your country of birth and the applicable visa preference category. Starting this conversation during offer negotiation, rather than after you've been onboarded, gives you and Aprio time to align on when the filing process would begin relative to your current visa status.