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 management, 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

• Bachelor’s Degree
• Minimum 5-7 years’ experience in financial 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
• 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

• Degree in Finance, Business, Economics, or a related field
• CFP 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 without annual PTO limits
• Paid sabbatical program 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.