Senior Wealth Advisor

EisnerAmper LLP; Philadelphia (Philadelphia County); Hybrid; USD 80,000 - 150,000; Full time

Job summary

Join a dynamic wealth management team as a Senior Wealth Advisor, where you'll play a pivotal role in managing client relationships and delivering tailored financial advice. In this hybrid position, you'll leverage your 10+ years of experience in investment management to help clients achieve their financial goals through comprehensive planning and strategic asset management. This innovative firm values work/life balance and fosters a culture of diversity and inclusion, ensuring that every team member can contribute authentically. If you're passionate about helping clients navigate their financial journeys, this is the perfect opportunity for you.

Benefits

Flexible work schedule

Diversity and Inclusion initiatives

Employee Resource Groups

Work/life balance support

Qualifications

• 10+ years of experience in investment management or financial advisory services.
• Bachelor’s degree preferably in business, accounting, finance, or related fields.

Responsibilities

• Manage client relationships and provide unbiased financial advice.
• Conduct in-depth financial analyses for holistic financial planning.
• Participate in community outreach and marketing activities.

Skills

Client relationship management

Financial planning

Investment management

Tax planning

Estate planning

Risk management

Networking

Microsoft Office proficiency

CRM software experience

Portfolio management software

Education

Bachelor’s degree in business, accounting, finance, or economics

Tools

Microsoft Office

Financial planning software

CRM software

Portfolio management software

Document management software

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.

Prosperity- An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management team. In this role you will have the responsibility for managing client relationships and formulating and implementing advice. You will be responsible for new client acquisition, with day-to-day responsibilities including generating and servicing new clients as well as servicing 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:

You will have the flexibility to manage your days in support of our commitment to work/life balance.

You will join a culture that has received multiple top “Places to Work” awards.

We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions.

We understand that embracing our differences is what unites us as a team and strengthens our foundation.

Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work.

Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts.

What Work You Will Be Responsible For:

1. Client relationship development and management, including ongoing and regular client meetings and communications.
2. Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs.
3. Financial Planning: Conducting in-depth financial analyses, including retirement planning, tax planning, estate planning, and risk management, to develop holistic financial plans for clients.
4. Client asset management, including coordination of clients’ complete relationship and financial plan execution (analysis, estate planning, tax strategies for assets under management and portfolio management).
5. Client meeting preparation: review all required paperwork prior to meetings.
6. Client service, including planning updates, portfolio changes and reviews, returns and new opportunity identification.
7. Cross-sell firm services and deepen existing client relationships.
8. Participate in community outreach, networking and marketing activities to drive new business opportunities.
9. Identify, cultivate and track new opportunities for the firm; onboard new client relationships.
10. Leverage local centers of influence to extend referral network in the marketplace and within Eisner Amper.
11. Attend client and prospect events.

Basic Qualifications

1. Bachelor’s degree preferably in business, accounting, finance, economics or related experience.
2. 10+ years of experience in investment management and/or financial advisory services with demonstrated ability to develop and manage client relationships.

Preferred/Desired Qualifications:

1. Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software.
2. Has a deep understanding of RIA channel and independent financial advice delivery channel.
3. Financial planning/wealth management acumen, judgment and experience.
4. Solid strategic thinker, creative problem solver and competent decision maker.
5. Proven people leader, with strong coaching and mentoring skills.
6. Possesses a passion to help new and existing clients.

EisnerAmper is one of the largest accounting, tax, and business advisory firms in the U.S., with more than 4,500 employees and over 450 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

EisnerAmper is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. If you require assistance completing an employment application due to a disability, please contact [e-mail] so that we can provide you with an accommodation or an alternative application process.