Senior Wealth Advisor

EisnerAmper LLP; Philadelphia (Philadelphia County); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Flexibility to manage your days

Recognition as a top workplace

Collaborative culture

Job summary

EisnerAmper LLP is seeking an experienced financial advisor to develop client relationships and provide holistic financial advice in Philadelphia. The role requires 10+ years of investment management experience and a bachelor's degree in business or related fields.

Responsibilities include financial analysis, client service, and participation in community outreach to generate new business opportunities. Strong analytical and strategic thinking skills are necessary. A hybrid work environment is offered, requiring three days onsite and two remote per week.

Qualifications

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

Responsibilities

• Develop and manage client relationships through regular meetings and communication.
• Conduct in-depth financial analyses and develop holistic financial plans.
• Provide ongoing client service and identify new opportunities.

Skills

Client relationship management

Financial analysis

Investment management

Strategic thinking

Education

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

Tools

Microsoft Office

CRM software

Portfolio management software

Job description

What it Means to Work for Prosperity

• Flexibility to manage your days in support of our commitment to work/life balance.
• A culture that has received multiple top "Places to Work" awards.
• A workplace that values collaboration, diversity, authenticity, and continuous improvement.

Hybrid Work Environment

Three days onsite and two days remote per week.

What You Will Be Responsible For

• Developing and managing client relationships, including regular meetings and communication.
• Providing objective, unbiased financial advice by analyzing investment opportunities and client needs.
• Conducting in-depth financial analyses—retirement planning, tax planning, estate planning, and risk management—to develop holistic financial plans.
• Managing client assets: coordinating the complete relationship and financial plan execution, including estate planning, tax strategies, and portfolio management.
• Preparing for client meetings by reviewing all required paperwork.
• Providing ongoing client service, including planning updates, portfolio changes and reviews, returns, and identification of new opportunities.
• Cross‑selling firm services and deepening existing client relationships.
• Participating in community outreach, networking and marketing activities to generate new business opportunities.
• Identifying, cultivating, and tracking new opportunities; onboarding new client relationships.
• Leveraging local centers of influence to extend a referral network within the marketplace and within Eisner Amper.
• Attending client and prospect events.

Basic Qualifications

• Bachelor’s degree in business, accounting, finance, economics, or a related field.
• 10+ years of experience in investment management and/or financial advisory services.
• 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 preferred.
• Deep understanding of the RIA channel and the independent financial advice delivery channel.
• Strong financial planning and wealth management acumen, judgment, and experience.
• Strategic thinker with creative problem‑solving skills and competent decision‑making ability.
• Proven people leader with strong coaching and mentoring skills.
• Passion for helping new and existing clients.

EEO Statement

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

Should you need any accommodations to complete this application, please email [e-mail].

Preferred Location

Philadelphia.