What are the responsibilities and job description for the Wealth Advisor position at Diversified, LLC?
Wealth Advisor
Department: Sales and Planning
Job Status: Full
FLSA Status: Exempt
Reports To: VP, Sales and Planning
Salary: $100K salary with bonus potential based on performance
Amount of Travel Required: 10% - mostly in office, some hybrid potential
Work Schedule: M-T, 8am-5pm, F 8am-4pm
Positions Supervised: N/A
POSITION SUMMARY
- Develop and maintain long-term relationships with new and existing clients alongside Senior Wealth Advisor/Partner
- Create and implement in-depth financial plans, including retirement planning, tax strategies, estate planning, and risk management
- Provide tailored investment advice based on clients' objectives, risk tolerance, and time horizon
- Identify and pursue new business opportunities through various Diversified lead sources and through organic referrals
- Ensure all recommendations and actions comply with regulatory standards and the firm’s internal policies
- Educate clients on market trends, investment strategies, and financial products, empowering them to make informed decisions
- Work with internal and external partners to deliver comprehensive wealth management solutions
- Partner closely with Paraplanner/Senior Paraplanner to ensure clients are provided with a first class experience in a variety of areas including account servicing, financial plan deliverables and implementation of recommendations.
POSITION QUALIFICATIONS
Required Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or a related field. A Master’s degree or MBA is a plus.
- Series 66 required, CFP preferred
- 5 years of experience in wealth management, financial planning, or investment advisory services, with a proven track record of managing client relationships.
- Skills:
o Strong knowledge of financial planning and investment management principles.
o Excellent interpersonal and communication skills
o Analytical thinking and problem-solving abilities
o Ability to manage and prioritize multiple tasks and deadlines
o Proficient in financial planning software and CRM systems
Desired Qualifications
- Self-motivated drive to succeed in a fast-paced environment as part of a full advisor team (Senior Wealth Advisor/Partner, paraplanner, admin, etc.)
- Desire to learn from Senior Wealth Advisor/Partner
- Aspirations to grow into Senior Wealth Advisor/Partner role
Salary : $100,000