About this role
Senior Wealth Advisor at EisnerAmper. Location: Philadelphia, Pennsylvania, United States. Role: managing clients, providing advice, developing plans Requirements: Bachelor’s degree in business/finance/economics; 10+ years in investment management/financial advisory; strong client relationships; leadership experience preferred; CFP preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, CRM, Portfolio Management, Financial Planning Software Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English