Senior Wealth Advisor

Prosperity - An EisnerAmper Company; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Work/life balance

Recognition with top workplace awards

Diverse and inclusive culture

Job summary

Prosperity - An EisnerAmper Company is looking for a Senior Wealth Advisor in Philadelphia to manage and develop client relationships, provide critical financial advice, and oversee client's financial plans. This role requires at least 10 years of relevant experience and will include a hybrid working model.

The ideal candidate should have a Bachelor’s degree in a related field and preferably a CFP designation. The firm emphasizes work-life balance and recognition in workplace culture.

Qualifications

• 10+ years of experience in investment management and/or financial advisory services.
• Demonstrated ability to develop and manage client relationships.
• CFP designation desired and deep understanding of financial advice delivery.

Responsibilities

• Manage client relationships including regular meetings and communication.
• Provide objective financial advice by analyzing investment opportunities and client needs.
• Conduct comprehensive financial planning across various areas.

Skills

Client relationship management

Investment management

Financial planning

Cross-selling

Education

Bachelor’s degree in business, finance or related field

Tools

Microsoft Office

Financial planning software

CRM software

Job description

Job Description

Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions. Our firm adheres to a comprehensive approach helping clients address key areas of planning that are critical to financial success: Investment, Retirement, Estate, Tax, Business, and Insurance.

Senior Wealth Advisor Position

Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management team. In this role you will manage client relationships, formulate and implement advice, acquire new clients, and service existing high‑valued clients. We operate in a hybrid working environment requiring three days onsite and two days remote.

What it Means to Work for Prosperity

• Flexibility to manage your days in support of our commitment to work/life balance
• Culture recognized with multiple top “Places to Work” awards
• Collaboration that brings together diverse cultures, ideas, and experiences to create new solutions
• Focus on embracing differences to unite the team and strengthen our foundation
• Authentic presence that inspires both professionals and the firm to do our best work

Work Responsibilities

• Client relationship development and management, including ongoing and regular meetings and communications.
• Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs.
• Conduct financial planning, including retirement, tax, estate, and risk management, to develop holistic financial plans.
• Client asset management, coordinating clients’ complete relationships and financial plan execution (analysis, estate planning, tax strategies, and portfolio management).
• Prepare client meeting documentation and review required paperwork prior to meetings.
• Deliver client service, including planning updates, portfolio changes, reviews, returns, and new opportunity identification.
• Cross‑sell firm services and deepen existing client relationships.
• Participate in community outreach, networking, and marketing activities to generate new business opportunities.
• Identify, cultivate, and track new opportunities for the firm; onboard new client relationships.
• Leverage local centers of influence to extend referral network in the marketplace and within Eisner Amper.
• Attend client and prospect events.

Basic Qualifications

• Bachelor’s degree preferably in business, accounting, finance, economics, or related experience.
• 10+ years of experience in investment management and/or financial advisory services with demonstrated ability to develop and manage client relationships.

Preferred/Desired Qualifications

• Prior leadership or management experience.
• Proficiency in Microsoft Office and experience with financial planning, CRM, portfolio management, and document management software.
• CFP designation desired.
• Deep understanding of the RIA channel and independent financial advice delivery.
• Financial planning/wealth management acumen, judgment, and experience.
• Strategic thinker, creative problem‑solver, and competent decision maker.
• Proven people leader with strong coaching and mentoring skills.
• Passion to help new and existing clients.

Location

Philadelphia

EisnerAmper is proud to be a merit‑based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners worldwide. We combine responsiveness with a long‑range perspective to help clients address pressing issues and position them for future success.