EisnerAmper
Senior Wealth Advisor
Philadelphia · Senior
Sponsorship not specifiedDetected 30 days ago
CRMAccountingTaxLeadershipMentoringMicrosoft Office
About the role
- 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.
Responsibilities
- You will have the flexibility to manage your days in support of our commitment to work/life balance
- We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
Requirements
- 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.
- Proficiency in Microsoft Office
- experience with various financial planning, CRM, portfolio management and document management software.
- Proven people leader, with strong coaching and mentoring skills.
- 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.
- Possesses a passion to help new and existing clients.
Nice to have
- Preferred/Desired Qualifications:
Company info
- 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.
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