Wealth Management Professional
5 days ago
We are seeking a highly skilled and experienced Wealth Advisor to join our wealth management team at EisnerAmper. As a Wealth Advisor, you will be responsible for managing client relationships and formulating and implementing advice to help our clients achieve their financial goals.
Key Responsibilities- 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.
- Bachelor's degree preferably in business, accounting, finance, economics or related experience.
- 7+ years of experience in investment management and/or financial advisory services with demonstrated ability to develop and manage plans and manage client relationships.
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees 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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