Eisner Amper

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.

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

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.

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.

This listing is sourced directly from Eisner Amper's careers page and normalized into a canonical job model.