Senior Wealth Advisor
Senior Wealth Advisor
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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 daytoday responsibilities including generating and servicing new clients as well as servicing existing highvalued 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
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 indepth 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 (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.
Crosssell 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
Bachelors 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 meritbased 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 4000 employees and more than 350 partners across the world. We combine responsiveness with a longrange 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 startups global public firms and middlemarket companies as well as high net worth individuals family offices notforprofit 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:
#LIJR1
Preferred Location:
Required Experience:
Senior IC
Employment Type
Full-Time
