Senior Wealth Advisor

3 weeks ago

New York, United States EisnerAmper Full time
Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals

Prosperity- An EisnerAmper Company is seeking a 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

  • Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts

What work you will be responsible for:

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

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

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

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

  • 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 complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management and portfolio management).

  • 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 plans and manage client relationships.

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

  • A valid and active Series 7

  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred/Desired Qualifications

  • 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.

About Prosperity:

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.

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: talentacquisition@eisneramper.com

#LI-JR1

Preferred Location: New York

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.

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