Associate Financial Planner - Client-Focused Wealth Planning

Waverly Advisors, LLC; Birmingham (AL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health, Dental & Vision

401(k) with match

12 paid holidays

Birthday week extra day

Sabbatical program

Job summary

Waverly Advisors, LLC in Birmingham, AL is seeking an Associate Financial Planner who will deliver comprehensive financial planning and help clients achieve their goals. You will work directly with clients, wealth advisors, and the compliance team to develop planning deliverables and implement solutions that align with client objectives.

The role requires a CFP focus or intent, a bachelor’s degree in financial planning, strong communication, and comfort with Excel and planning software.

Qualifications

• CFP Certification or intention to obtain CFP Certification.
• Bachelor's degree in financial planning or 1 year in financial planning or similar role.
• Proficiency in Microsoft Office Suite, largely in Excel.
• Excellent verbal and written communication skills.
• High level of professionalism and integrity.
• Attention to detail, organizational skills and problem-solving.
• Ability to analyze large amounts of financial data and comply with regulations.
• Self-motivated and proactive; able to work independently and in a team.
• Empathy and strong desire to serve clients and team.

Responsibilities

• Conduct thorough financial assessments and gather information to understand goals and risk tolerance.
• Develop personalized financial plans including investment strategies, retirement, tax, and estate planning.
• Evaluate documents and complete planning deliverables using planning software.
• Collaborate with clients to implement plans and monitor progress over time.
• Stay up-to-date with market trends, regulations and best practices.
• Build and maintain client relationships through regular communication.
• Educate clients on planning concepts to improve financial literacy.
• Collaborate with team to deliver holistic financial planning solutions.

Skills

CFP Certification

Financial planning

Excel

Communication

Client service

Team player

Education

Bachelor's degree in financial planning

CFP candidate or intent

Tools

Right Capital

Job description

Waverly Advisors, LLC in Birmingham, AL is seeking an Associate Financial Planner who will deliver comprehensive financial planning and help clients achieve their goals. You will work directly with clients, wealth advisors, and the compliance team to develop planning deliverables and implement solutions that align with client objectives.

The role requires a CFP focus or intent, a bachelor’s degree in financial planning, strong communication, and comfort with Excel and planning software.