Wealth Advisor

The role

The Wealth Advisor provides comprehensive support to high-net-worth clients. You will manage client relationships, provide financial planning advice, and help grow the firm through business development.

What you will do

• Build understanding of investment philosophy, portfolio construction, and financial planning.
• Develop and manage existing client relationships.
• Participate in the development of new business and networking opportunities.
• Implement financial plans including estate, insurance, and tax strategies.
• Work with the investment team to incorporate client strategies with planning objectives.
• Demonstrate commitment to client service and ethical standards.
• Communicate with Client Service Associates and Investment Analysts for account actions.
• Monitor asset allocations, portfolio rebalancing, and trade recommendations.
• Adhere to policies to maintain compliance with SEC regulations.

Required qualifications

• Minimum 5-7 years experience in financial advisory services.
• Ability to develop and manage client relationships and new business opportunities.
• Self-motivated, highly driven and entrepreneurial personality.
• Ability to network with prospective clients and centers of influence.
• Active listening and critical thinking skills.
• Client-first attitude.
• Team player with strong coaching and leadership skills.
• Desire to work in an intimate, fast-growing, entrepreneurial organization.
• Bachelor’s Degree from an accredited college or university.
• Series 65, CFP, or CFA required.
• Prolonged periods of sitting or standing at a desk and working on a computer.
• Must be able to access and navigate each department at the organization’s facilities.

Nice to have

• CFA, CFP, or CPA designation strongly preferred

Benefits

• Comprehensive Health, Dental, and Vision coverage
• 401(k) retirement plan with match and profit sharing
• Twelve paid holidays each year
• An extra vacation day during your birthday week
• Responsible Time Off Policy with no annual PTO limits
• Paid sabbatical program of four consecutive weeks after seven years of service

About the company

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. They offer in-depth financial planning with an intense client focus.