Senior Wealth Advisor and Regional Manager

EisnerAmper•Philadelphia, PA

3d•Hybrid

About The Position

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: 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

Requirements

Bachelor’s degree preferably in business, accounting, finance, economics or related experience.
10+ years of experience in investment management and/or financial advisory services with demonstrated ability to develop and manage client relationships.
3+ years leading and guiding wealth management teams
Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software.
Financial planning/wealth management acumen, judgment and experience.
Solid strategic thinker, creative problem solver and competent decision maker.
Proven people leader, with strong coaching and mentoring skills.
Possesses a passion to help new and existing clients.

Nice To Haves

CFP designation desired.
Has a deep understanding of RIA channel and independent financial advice delivery channel.

Responsibilities

Lead business development execution, attainment of growth goals and management of the advisory teams in our NE Regions.
Work closely with local leaders in coaching and execution of KPIs
Deepen internal referral pipelines and COI partnership through the Promoter Program.
Client relationship development and management, including ongoing and regular client meetings and communications.
Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs.
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 clients’ complete relationship and financial plan execution (analysis, estate planning, tax strategies for assets under management and portfolio management).
Client meeting preparation: review all required paperwork prior to meetings.
Client service, including planning updates, portfolio changes and reviews, returns and new opportunity identification.
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.