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 drive business development initiatives.

What you will do

• Drive business development initiatives by cultivating referral networks and generating new client relationships.
• Build understanding of investment philosophy, portfolio management, and financial planning.
• Develop and manage existing client relationships through ongoing contact.
• Implement financial plans including estate, insurance, and tax strategies.
• Work with the investment team to incorporate investment strategies with planning objectives.
• Communicate with Client Service Associates and Investment Analysts for account actions.
• Monitor client asset allocations and rebalancing with the internal trading team.
• Adhere to Waverly policies to maintain compliance with SEC regulations.

Required qualifications

• Minimum 5-8 years experience in financial services.
• Demonstrated ability to develop and manage client relationships and new business opportunities.
• Self-motivated, highly driven and entrepreneurial personality.
• Proven 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.
• 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

• Desire to work successfully in an intimate, fast-growing, entrepreneurial organization.

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.