Private Advisor Team – Wealth Advisor

Diversified, LLC; Wayne (PA); On-site; USD 100,000 - 150,000; Full time

Job summary

Diversified, LLC in Wayne, PA seeks a Wealth Advisor within the Private Advisor program. You will onboard new clients over 4–6 weeks, maintain a portfolio of 80 transitioned plus new clients, and deliver comprehensive financial plans using eMoney and other tools.

Responsibilities include regular checkups, portfolio monitoring, and proactive client communication via portals and email. CFP is required or in-progress; Series 65 is mandatory.

Qualifications

• CFP certification required, or actively pursuing with expected completion within agreed timeframe.
• 3+ years of experience in financial planning, wealth management, or a similar advisory role.
• Series 65 (or equivalent) required.
• Ability to build and deliver comprehensive financial plans independently with minimal oversight.
• Strong working knowledge of financial planning and portfolio tools (eMoney, Orion, or comparable).
• Proficient in Microsoft Office Suite and CRM tools (Salesforce preferred).

Responsibilities

• Serve as the Wealth Advisor for clients within the Private Advisor program.
• Conduct regular client checkups and plan reviews.
• Run discovery calls with new prospects and onboard new clients (typically 4–6 weeks).
• Manage a book of 80 transitioned existing clients plus newly acquired clients.
• Engage with prospects to drive new AUM and revenue generation.
• Deliver comprehensive financial plans (retirement, tax, insurance, education) through portal-driven service.
• Build and maintain client financial models in eMoney.
• Manage portfolio reporting, performance monitoring, and rebalancing workflows.
• Maintain a 24-hour response standard on client portal inquiries and requests.
• Use PreciseFP for client intake and Zocks for meeting capture and follow-up documentation.
• Keep client records, service triggers, and pipeline status current in Salesforce.
• Partner with originating advisors on the referral pipeline for transitioned and newly referred households.
• Stay current on financial planning regulations, tax law changes, and PAT-relevant tech updates.

Skills

Analytical skills

Written communication

Attention to detail

CRM experience

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

CFP certification

Tools

eMoney

Orion

Salesforce

PreciseFP

Zocks

Microsoft Office

Job description

POSITION SUMMARY

• -Serve as the Wealth Advisor for clients within the Private Advisor program
• -Conduct regular client checkups and plan reviews.
• -Run discovery calls with new prospects, and lead new clients through onboarding (typically 4–6 weeks).
• -Manage a book of 80 transitioned existing clients, alongside newly acquired clients
• -Engage with prospective new clients to drive new AUM and revenue generation
• -Deliver comprehensive financial plans — retirement, tax, insurance, education — through portal-driven service model rather
• -Build and maintain client financial models in eMoney
• -Manage portfolio reporting, performance monitoring, and rebalancing workflows
• -Maintain a 24-hour response standard on client portal inquiries and requests.
• -Use PreciseFP for client intake and Zocks for meeting capture and follow-up documentation.
• -Keep client records, service triggers, and pipeline status current in Salesforce.
• -Partner with originating advisors on the referral pipeline for transitioned and newly referred households.
• -Stay current on financial planning regulations, tax law changes, and PAT-relevant technology updates.

POSITION QUALIFICATIONS

Required Qualifications

• -Bachelor's degree in Finance, Accounting, Economics, or a related field.
• -CFP (Certified Financial Planner) certification required, or actively pursuing with completion expected within an agreed timeframe.
• -3+ years of experience in financial planning, wealth management, or a similar advisory role.
• -Series 65 (or equivalent) required.
• -Demonstrated ability to build and deliver comprehensive financial plans independently, without heavy oversight.
• -Strong working knowledge of financial planning and portfolio tools (eMoney, Orion, or comparable platforms).
• -Comfort managing a higher-volume book through structured, technology-enabled service rather than frequent in-person meetings.
• -Excellent written communication skills — much of the client relationship is conducted asynchronously via portal and email.
• -Strong analytical skills and attention to detail.
• -Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM tools (Salesforce preferred).

Desired Qualifications

• -Prior experience in a digital-first, high-volume client environment
• -Experience with portfolio management and investment strategies.
• -Knowledge of estate planning and insurance products.
• -Experience with PreciseFP, Zocks, or comparable client intake and meeting-capture tools.
• -Track record of new client acquisition or referral-based growth.