Financial Planner
Diversified, LLC, a leading Financial Planning, Registered Investment Advisor (RIA), Tax and Insurance financial services firm with offices in Wilmington, DE, West Chester, PA, Wayne, PA, Birmingham, AL, Northampton, MA, and Cape Cod, MA, seeks a Financial Planner to work on the team of a Senior Financial Planner and Partner in the firm. This job will be based out of the Wilmington, DE office.
The candidate must be an accountable, motivated, self-reliant team member who is comfortable working both independently and collaboratively with a team. This person must handle a variety of tasks simultaneously, have first-class communication skills, be highly detail-oriented, and have diligent follow through.
The perfect candidate is interested in a long-term position with upside in a fast-growing, established firm with a family-oriented environment.
Responsibilities include:
- Assist in managing new client onboarding experience including data gathering, case design, financial plan presentation, implementation, and follow-up
- Assist in managing existing client relationships
- Attend prospective client & current client meetings and assist in both meeting preparation and follow-up, including taking notes during meetings
- Run meetings and managing relationships with select clients and prospects
- Assist in growing Assets Under Management (AUM)
- Provide a world-class client service experience in each client interaction
Position Requirements:
- 5+ Years of Financial Services Experience
- CFP Designation (or willing to obtain the CFP designation within 24 months)
- Series 65 (or willing to obtain within 12 months)
- Focus on world-class client experience and communication
Preferred Skills & Experience:
- Sales or client service-related experience
Company Benefits:
- Unlimited vacation & every other Friday off
- Competitive compensation structure
- Company provides at no cost personal financial planning, tax preparation and initial estate planning creation
- Company pays for all necessary licensing and certifications
- Access to group health, life, and disability insurances
- 401k with generous company match
- Hybrid work environment after initial probation period
Job Type: Full-time
Pay: $60,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
- Vision insurance
Compensation package:
Schedule:
Education:
Experience:
- Financial planning: 3 years (Preferred)
Work Location: Hybrid remote in Wilmington, DE 19803