Associate Wealth Advisor

The role

You will provide comprehensive financial planning services to help clients achieve financial goals. This includes conducting assessments, developing personalized plans, and maintaining client relationships.

What you will do

• Conduct thorough financial assessments and gather relevant information from clients.
• Develop personalized financial plans and budgets incorporating investment, retirement, tax, estate, and risk management.
• Evaluate clients financial documents including income, expenses, and liabilities.
• Gather, build and summarize financial planning deliverables using financial planning software.
• Collaborate with clients to implement financial plans and monitor progress.
• Stay up-to-date with market trends, financial regulations, and industry best practices.
• Build and maintain strong client relationships through regular communication.
• Educate clients on financial planning concepts and strategies.
• Collaborate with other team members to deliver holistic financial planning solutions.

Required qualifications

• Bachelor’s degree in Finance, Financial Planning, Business, or a related field.
• Three to five years’ experience performing financial planning in the financial services industry.
• CFP Certification.
• Proficiency in Microsoft Office Suite, with a special emphasis in Excel.
• Excellent verbal and written communication skills.
• High level of professionalism and integrity.
• Outstanding attention to detail, organizational skills, and problem-solving abilities.
• Ability to analyze large amounts of financial data and comply with regulations.
• Self-motivated and proactive attitude.
• Empathy and a strong desire to serve external clients and internal team members.
• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.

Nice to have

• Experience in an RIA or broker/dealer.
• Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro.
• EMoney experience strongly preferred.
• Experience with Salesforce, Orion, and Schwab is 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 and operate under the guiding principle, ‘Serve.’