Demo

Diversified Financial Management | Wealth Advisor

Diversified Financial Management
Wellesley, MA Full Time
POSTED ON 3/30/2025
AVAILABLE BEFORE 4/30/2025

Company Description

Since 1986, Diversified Financial Management (DFM) has been dedicated to helping clients achieve financial independence through thoughtful financial planning techniques and a long-term investment approach. With a focus on fostering a collaborative employee culture and supporting personal and professional development, DFM serves clients nationally, specializing in financial planning and investment management.

Position Overview

Diversified Financial Management (DFM) seeks a Wealth Advisor for its recently opened Wellesley office. The Wealth Advisor will support the investment and planning work provided to existing clients while playing a key role as part of a growing investment advisory and financial planning practice. He or she will be tasked with assisting in the growth of the company by way of referrals and personal networks. Importantly, the Wealth Advisor will be expected to assume ongoing responsibility for new client relationships, and be accountable for the client's total experience at DFM. Compensation in the form of salary, bonus, and benefits will be both competitive within the industry and commensurate with experience. The role requires some limited travel within New England and occasional travel to other states to meet with clients.

Responsibilities :

  • Prepare client-specific investment, retirement, and other financial planning analyses.
  • Organize materials for client and prospect meetings, as well as preparation of marketing documents.
  • Participate in client and prospect meetings, as well as attend industry related meetings, webinars, and conference calls.
  • Become a proficient user of investment and financial planning-related tools.
  • Generate business development opportunities through his or her professional network and centers of influence.
  • Remain current with investment industry compliance standards which include continuing education and other areas of professional development.

Qualifications :

  • BS / BA degree in Business, Finance, or a related field, or equivalent experience; CFP designation strongly preferred.
  • Minimum five years of experience in the financial planning or investment management fields.
  • The ideal candidate is comfortable contributing as part of a team, with a desire to learn and grow within the dynamic wealth management industry.
  • Special consideration will be given to individuals with their own book of business.
  • Required Skills / Experience :

  • Excellent communication and listening skills.
  • Fluency in financial planning concepts combined with deep understanding of wealth management techniques.
  • Desire to network and develop new business opportunities.
  • Self-starter, motivated, open to learn, organized, with a strong attention to detail.
  • Proficient in the Microsoft Office product suite. (Word, Excel, PowerPoint)
  • Familiarity with eMoney financial planning software, CRM, and
  • accounting / investment performance systems.

  • Work with our team to develop holistic financial plans encompassing client goals related to investments, retirement, estate planning, charitable, tax.
  • Track client financial plans and account activity while servicing client needs.
  • Lead client meetings and become integrated into client relationships.
  • Ability to convey wealth management concepts and strategies to clients through written communication.
  • Be valued resource for clients' attorneys, accountants, and outside advisors.
  • Benefits

  • Health insurance
  • Dental Insurance
  • Paid time off
  • 401(k) with match
  • Incentive bonuses based on the successful acquisition of new clients and business for the firm.
  • If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Diversified Financial Management | Wealth Advisor?

    Sign up to receive alerts about other jobs on the Diversified Financial Management | Wealth Advisor career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $55,807 - $75,355
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $74,518 - $109,554
    Income Estimation: 
    $182,497 - $259,882
    Income Estimation: 
    $220,587 - $322,370
    Income Estimation: 
    $218,963 - $344,133
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $135,979 - $195,706
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Not the job you're looking for? Here are some other Diversified Financial Management | Wealth Advisor jobs in the Wellesley, MA area that may be a better fit.

    Wealth Management Advisor

    Advisor Employee Services, Hingham, MA

    Financial Advisor Manager

    Modera Wealth Management, Boston, MA

    AI Assistant is available now!

    Feel free to start your new journey!