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 investment strategies with planning objectives.
• Demonstrate commitment to client service through professional excellence and ethical standards.
• Communicate to Client Service Associates and Investment Analysts to perform account actions.
• Monitor clients asset allocations and rebalancing by working with the internal trading team.
• Adhere to Waverly policies to maintain compliance with SEC regulations.

Required qualifications

• Minimum 5-7 years experience in financial services.
• Demonstrated ability to develop and manage client relationships and new business opportunities.
• Ability to work in-office 4-5 days a week for the first 2 years of employment.
• 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.
• 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.

Nice to have

• CFP 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 and operate under the guiding principle, ‘Serve.’