Senior Wealth Advisor

EisnerAdvisory Group LLC • Philadelphia, PA • 4h ago

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. 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 it Means to Work for Prosperity:

What Work You Will Be Responsible For:

Basic Qualifications

Preferred/Desired Qualifications:

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law.

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:

Philadelphia

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.

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