Prosperity is seeking a Senior Wealth Advisor to manage client relationships and formulate/implement advice, with responsibilities for new client acquisition and servicing existing high-valued clients
Job Summary
Prosperity is seeking a Senior Wealth Advisor to manage client relationships and formulate/implement advice, with responsibilities for new client acquisition and servicing existing high-valued clients.
The role involves providing objective, unbiased financial advice, conducting in-depth financial analyses, and managing client assets.
EisnerAmper is one of the largest accounting, tax, and business advisory firms, combining responsiveness with a long-range perspective to help clients meet pressing issues and position them for success.
Matching Summary
Prosperity is seeking a Senior Wealth Advisor to manage client relationships and formulate/implement advice, with responsibilities for new client acquisition and servicing existing high-valued clients.
Skills & Requirements
Must-have
Client relationship development and management
Objective financial advice
Holistic financial plans
Cross-sell firm services
Nice-to-have
Work/life balance
Collaborative culture
Embracing differences
Authentic presence
Key Requirements
Bachelor's degree in business, finance, or related field
10+ years of experience in investment management/financial advisory
Demonstrated ability to develop and manage client relationships
Prior leadership or management experience desired
CFP designation desired
Proficiency in Microsoft Office and financial software