Wealth Advisor– Private Advisor Team

Diversified LLC

Private Advisor Team – Wealth Advisor

Department: Sales and Planning

Job Status: Full Time

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

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.

Pay: $75,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Retirement plan

Education:

• Bachelor's (Required)

Work Location: Hybrid remote in Wayne, PA 19087