Senior Wealth Advisor

EisnerAmper LLP; San Diego (CA); On-site; USD 120,000 - 250,000; Full time

Job summary

An established industry player is seeking a Senior Wealth Advisor to enhance client relationships and deliver tailored financial solutions. This role involves managing high-value clients, providing comprehensive financial planning, and leveraging local networks to drive new business opportunities. The firm values work-life balance and fosters a culture of collaboration and inclusivity, making it an ideal environment for professionals passionate about helping clients achieve their financial goals. If you're a strategic thinker with a strong background in investment management and client advisory, this opportunity is perfect for you.

Benefits

Flexible Work Schedule

Work/Life Balance Initiatives

Community Outreach Opportunities

Professional Development Programs

Qualifications

• 10+ years of experience in investment management and financial advisory.
• Bachelor's degree in business, accounting, finance, or related field.
• CFP designation preferred.

Responsibilities

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

Skills

Investment Management

Financial Advisory Services

Client Relationship Management

Financial Planning

Risk Management

Tax Planning

Estate Planning

Strategic Thinking

Creative Problem Solving

Education

Bachelor's Degree in Business

Bachelor's Degree in Finance

Bachelor's Degree in Economics

Tools

Microsoft Office

Financial Planning Software

CRM Software

Portfolio Management Software

Document Management 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.

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.

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

What Work You Will Be Responsible For:

• Client relationship development and management, including ongoing and regular client meetings and communications.

• Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs.

• Financial Planning: Conducting in-depth financial analyses, including retirement planning, tax planning, estate planning, and risk management, to develop holistic financial plans for clients.

• 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).

• Client meeting preparation: review all required paperwork prior to meetings.

• Client service, including planning updates, portfolio changes and reviews, returns and new opportunity identification.

• Cross-sell firm services and deepen existing client relationships.

• Participate in community outreach, networking and marketing activities to drive 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 and/or management experience desired.

• Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software.

• CFP designation desired.

• Has a deep understanding of RIA channel and independent financial advice delivery channel.

• Financial planning/wealth management acumen, judgment and experience.

• Solid strategic thinker, creative problem solver and competent decision maker.

• Proven people leader, with strong coaching and mentoring skills.

• Possesses a passion to help new and existing clients.

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

About EisnerAmper:

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. 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.

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

#LI-JR1

Preferred Location:

Pasadena

For NYC and California, the expected salary range for this position is between

120000

and

250000

The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.