What are the responsibilities and job description for the Financial Planner position at Diamond Consultants - Financial Advisor Recruiters and Consultants?
Opportunity to join a $600M AUM, Philadelphia-area RIA as a Client Relationship Manager & Advisor—serving a niche client base of high-net-worth life sciences business owners, founders, and executives.
This is a very collaborative, professional, and genuinely kind culture. You’d be part of a diverse and dynamic 8-person team that values planning-led relationships, long-term growth, and an unwavering focus on their clients’ best interests.
What Makes This Opportunity Stand Out:
- No prospecting required—unless you want to! Your focus will be on delivering exceptional client service and financial planning to existing and new clients.
- CERTIFIED FINANCIAL PLANNER™ or actively pursuing the CFP required, with 3 years of advisory/client relationship experience.
- Four days/week in-office in Radnor, PA to support a highly engaged and team-oriented environment.
- Competitive salary and annual bonus, plus the ability to receive additional bonuses for any clients you attract or referrals you get from existing clients.
Why this Firm is Special:
- Doubled AUM since launching in 2022 through referrals and creative educational content distributed on social media.
- Planning-centric, transparent investment approach using simple, easy-to-understand strategies.
- Commitment to professional development and work-life balance: 401k matching, full health benefits, unlimited PTO, and a required 2-week sabbatical.