Wealth Advisor, Private Advisor Team

Diversified LLC; Wayne (PA); On-site; USD 100,000 - 170,000; Full time

Job summary

Diversified LLC seeks a Wealth Advisor for the Private Advisor program, delivering comprehensive financial plans through portal-driven service and guidance. You will manage onboarding and client communications in a digital-first environment.

The role requires CFP certification or active pursuit, Series 65, and 3+ years in wealth management, with strong written communication and proficiency in eMoney, Orion, PreciseFP, Zocks, and Salesforce to support client relationships.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
• CFP certification required or actively pursuing with expected completion.
• 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.

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 (4–6 weeks).
• Manage a book of 80 transitioned and newly acquired clients.
• Engage with prospects to drive new AUM and revenue generation.

Skills

Analytical skills

Written communication

Office suite

CRM (Salesforce)

Education

Bachelor's degree in Finance/Accounting/Economics

CFP certification

Tools

eMoney

Orion

PreciseFP

Zocks

Salesforce

Job description

Diversified is an SEC-registered investment advisor managing $3.7B in total assets (RIA + broker-dealer) for 2,800+ households across all 50 states. Founded in 1982 and headquartered in Wilmington, Delaware, the firm operates nine offices across six states and has grown through a disciplined, partner-led model rather than private equity backing — meaning no outside investors, no forced timelines, and a focus on long-term client and employee outcomes.

Diversified's mission is to help clients achieve their life goals by providing everything they need for lifelong wealth: integrated financial planning, investment management, and tax services delivered through a centralized team model. The firm has been recognized as a Top RIA by Financial Advisor Magazine for six consecutive years and named a Best Place to Work by Investment News and the Philadelphia Business Journal.

Advisors at Diversified join a defined partner track with incentive-based pay, profit distributions, and mentorship — built for those who want to grow a book, not just maintain one.

Department: Sales and Planning

Job Status: Full Time

FLSA Status: Exempt

Reports To: VP, Sales and Planning

Grade/Level or Hourly Rate:

Amount of Travel Required: <5%

Work Schedule: M-T, 8am-5pm, F 8am-4pm

Positions Supervised: N/A

POSITION SUMMARY

• 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).

POSITION QUALIFICATIONS

Required Qualifications

• 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.

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.