What are the responsibilities and job description for the Senior Wealth Advisor position at EisnerAmper LLP?
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.
Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.
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.
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 :
Basic Qualifications
Preferred / Desired Qualifications
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
Preferred Location : Pasadena
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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