Wealth Management Strategist

1 week ago

San Diego, California, United States EisnerAmper LLP Full time

Company Overview

EisnerAmper is a renowned accounting, tax, and business advisory firm with a global presence. Our team of nearly 4,000 employees and over 350 partners work together to provide unparalleled support to our clients.

We cater to a diverse range of enterprises, including sophisticated financial institutions, start-ups, public firms, and middle-market companies. Additionally, we serve high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries.

Job Description

The Senior Wealth Advisor role is a critical position within our wealth management team. In this capacity, you will be responsible for managing client relationships, formulating advice, and implementing strategies to drive their financial success.

You will have the opportunity to develop and manage long-term relationships with clients, providing them with comprehensive financial planning services, investment advice, and portfolio management. Your expertise in creating personalized financial plans will help clients achieve their goals and overcome challenges.

Responsibilities

  • Client relationship development and management, including regular meetings and communications.
  • Providing unbiased financial advice by analyzing investment opportunities and client needs.
  • Conducting in-depth financial analyses, including retirement planning, tax planning, estate planning, and risk management.
  • Coordinating clients' complete relationship and financial plan execution, including analysis, estate planning, tax strategies, and portfolio management.
  • Cross-selling firm services and deepening existing client relationships.
  • Participating in community outreach, networking, and marketing activities to drive new business opportunities.
  • Identifying, cultivating, and tracking new opportunities for the firm; onboarding new client relationships.
  • Leveraging local centers of influence to extend referral networks in the marketplace and within EisnerAmper.

Qualifications

  • Bachelor's degree 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.
  • Prior leadership and/or management experience desired.
  • Proficiency in Microsoft Office and experience with various financial planning, CRM, portfolio management, and document management software.
  • CFP designation desired.
  • Deep understanding of RIA channel and independent financial advice delivery channel.

Location and Compensation

The preferred location for this position is Pasadena. The estimated salary range for this position is between $120,000 and $250,000 annually, depending on experience and other factors permitted by law.

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