Senior Wealth Advisor and Regional Manager

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 Regional Sales Director/Senior Wealth Advisor to join our wealth management team. In this role you will have the responsibility for Growth Initiatives and sales management in the NE region and managing client relationships and formulating and implementing advice in our Philadelphia market. 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.

EisnerAmper is one of the largest accounting, tax, and business advisory firms, employing approximately 450 partners and 4,500 employees worldwide. We combine responsiveness with a long-range perspective to help clients address today's pressing issues and position them for future success.

Our clients range from sophisticated financial institutions and start-ups to global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across various industries. We also collaborate with attorneys, financial professionals, bankers, and investors who serve these clients.

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

If you require any accommodations to complete your application, please contact:

View email address on jobs.institutedata.com

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.