Find & Apply For Personal Financial Advisor Jobs in Wayne, Pennsylvania

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