EisnerAmper LLP

Senior Wealth Advisor

EisnerAmper LLP • $90K — $130K *
Philadelphia, PA 19120In-Person
Finance & Insurance
8 - 10 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, accounting, finance, economics or related field.
  • 10+ years in investment management or financial advisory services with strong client relationship skills.
  • CFP designation preferred but not mandatory.
  • Experience with financial planning, CRM, and portfolio management software.
  • Demonstrated leadership and coaching capabilities.

Responsibilities

  • Develop and manage client relationships through regular meetings and communications.
  • Provide tailored, unbiased financial advice after thorough analysis of client needs.
  • Conduct comprehensive financial planning, covering areas like retirement and tax planning.
  • Manage client assets and oversee execution of their financial plans.
  • Prepare for client meetings by reviewing necessary paperwork in advance.
  • Ensure high-quality client service with timely updates and opportunity identification.
  • Engage in networking and community outreach to generate new business opportunities.

Benefits

  • Hybrid working model with three days onsite and two days remote.
  • Opportunity to participate in community outreach and networking events.
  • Support for personal and professional development, including coaching and mentorship.
  • Collaboration with a well-established team within a reputable firm.
Full Job Description
Job Description

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. We operate in a hybrid working environment requiring three days onsite and two days remote.

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.


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Preferred Location:

Philadelphia

About EisnerAmper LLP

EisnerAmper LLP is a professional services firm that provides accounting, tax, and advisory services to clients in a variety of industries. The firm was founded in 1963 and has grown to become one of the largest accounting firms in the United States. EisnerAmper serves clients in a range of industries, including financial services, real estate, technology, and healthcare. The firm is committed to providing exceptional service to its clients and helping them achieve their business goals.
Learn more about EisnerAmper LLP
Size
2,000 employees
Industry
Legal & Accounting
5 Year Trend
+5%
Revenue
$400 million
NASDAQ
* Ladders Estimates

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