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.
#J-18808-LjbffrWealth Advisor - Private Program Growth & Planning in wayne at Unknown Company
This position is listed as full time and onsite.