Description
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.
In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.
The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients. The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, provide sound financial planning advice and counsel, and work closely with all members of the Waverly team to exceed client expectations. You will be expected to help grow Waverly’s business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.
A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency, flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities.
Wealth Advisor Responsibilities:
- Drive business development initiatives by cultivating referral networks, generating new client relationships, and enhancing the visibility and reputation of Waverly Advisors within the community.
- Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.
- Develop and manage existing client relationships, including ongoing client contact and communications.
- Implement financial plans for clients including coordination of estate, insurance and tax strategies.
- Work with the firm’s investment team to incorporate clients’ investment strategies with their planning objectives.
- Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.
- Communicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks.
- Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team.
- Adheres to Waverly policies to maintain compliance with SEC regulations.
Travel:
- Periodic travel to client meetings or events, occasionally out-of-state.
Required Qualifications and Skills:
- Minimum 5-8 years’ experience in financial services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
- A self-motivated, highly driven and entrepreneurial personality.
- Proven ability to network with prospective clients and centers of influence.
- Possess active listening and critical thinking skills.
- Demonstrate a client-first attitude.
- Act as a team player, with strong coaching and leadership skills.
- Desire to work successfully in an intimate, fast-growing, entrepreneurial organization.
- Bachelor’s Degree from an accredited college or university.
- Series 65, CFP, or CFA required.
Physical Requirements:
- 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.
Benefits:
- Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.
- 401(k) retirement plan with match and profit sharing to help you invest in your future.
- Twelve paid holidays each year.
- An extra vacation day during your birthday week—so you can celebrate you!
- Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
- Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
- Compensation commensurate with experience.
Legal:
Similar jobs
Est. 120,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 90,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 85,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 120,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 120,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 65,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 85,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 55,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 65,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 80,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 65,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 120,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 55,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 55,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 55,000 USD
Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond jus…
Est. 228,750 USD
Market President Location: Denver, CO Job Type: Full Time Exempt Salary: $183,000 - $274,500/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be submitted for consider…
Est. 85,000 USD
Join a global Talent Acquisition team that partners directly with senior business leaders to shape hiring across engineering, sales, and corporate functions. At InterSystems, recruiters aren't order-takers—we're strategi…
Est. 95,000 USD
About the job For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs…
Est. 65,000 USD
Join a global Talent Acquisition team that partners directly with senior business leaders to shape hiring across engineering, sales, and corporate functions. At InterSystems, recruiters aren't order-takers—we're strategi…
Est. 100,000 USD
About the job For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs…
Est. 95,000 USD
About the job For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs…
Est. 95,000 USD
About the job For 41 years, Rewards Network has been helping restaurants grow revenue, increase traffic, and boost customer engagement through innovative financial, marketing services, and premier dining rewards programs…
Est. 165,000 USD
fairlife, LLC is a Chicago-based nutrition company that creates great-tasting, nutrition-rich and dairy products to nourish consumers. With over $3B in annual retail sales, fairlife’s portfolio of delicious, lactose-free…
Est. 120,000 USD
Welcome to Vaco – an uncommon company with an empowered culture. At Vaco, we welcome talented innovators seeking a collaborative environment where creative freedom rings. Since 2002, we have expanded to more than 40 loca…
The Management Consulting Team at Teneo Our Management Consulting division advises senior leaders on strategic issues that define the success of their organisations. We combine rigorous analysis, commercial judgement and…
The Management Consulting Team at Teneo Our Management Consulting division advises senior leaders on strategic issues that define the success of their organisations. We combine rigorous analysis, commercial judgement and…
Overview As a Manager, Business Development, you will lead, develop and inspire a high-performing team responsible for generating qualified pipeline and accelerating revenue growth. You will coach and empower Business De…
Est. 45,000 USD
Fairstead is a purpose-driven real estate firm dedicated to building affordable communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead owns and manages…
Est. 35,000 USD
*** This is where your organization can create a consistent intro to all of your jobs, creating consistency in voice and messaging across all job posts *** C'est ici que votre organisation peut créer une introduction coh…
Est. 45,000 USD
Fairstead is a purpose-driven real estate firm dedicated to building affordable communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead owns and manages…