Wealth Advisor - Private Program Growth & Planning

Diversified LLC; Wayne (PA); Presencial; USD 100.000 - 170.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Analytical skills

Written communication

Office suite

CRM (Salesforce)

Educación

Bachelor's degree in Finance/Accounting/Economics

CFP certification

Herramientas

eMoney

Orion

PreciseFP

Zocks

Salesforce

Descripción del empleo

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.