Senior Wealth Advisor

Job description

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: 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 com...