Associate Wealth Advisor — Client-Centric Growth & Planning

Waverly Advisors, LLC; Dayton (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health, dental, and eye

401(k) matching and profit sharing

Twelve paid holidays

Birthday week extra vacation day

Flexible time-off policy

Paid sabbatical after seven years

Job summary

Waverly Advisors, LLC in Dayton, OH seeks an Associate Wealth Advisor to support high-net-worth clients under senior guidance. You will assist with client relationships, operational support, and advanced planning processes while developing advisory skills.

Ideal candidates communicate effectively, are detail-oriented, and eager to learn within a collaborative Wealth Advisory team. A strong foundation in finance and planning software is required.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Series 65 required; CFP certification preferred.
• 2–5 years in financial services, preferably at an RIA.
• Adept with planning software such as eMoney, Right Capital, or Money Guide Pro.
• CRM experience with Salesforce; familiarity with custodians Schwab, TradePMR, or Fidelity.
• Detail-oriented self-starter with strong communication, writing, and organizational skills.

Responsibilities

• Facilitates the client consulting process through preparation and follow-up of each step.
• Supports Wealth Advisors in business development and drives organic growth.
• Executes client requests, updates information, and follows up on items.
• Develops wealth management acumen and understands investment philosophy and planning.
• Prepares client meeting materials and attends meetings.
• Collaborates with planners to develop financial plans for clients.
• Monitors asset allocations, rebalancing, and trade recommendations.
• Manages deliverables from start to finish with teams and external parties.
• Documents client communications and uses CRM effectively.
• Provides on-demand reports to advisors and clients; participates in team meetings.
• Reviews quarterly reports for accuracy and tracks special projects.
• Manages client onboarding and new account paperwork with client service.
• Utilizes custodial platforms to maintain client accounts as needed.

Skills

Attention to detail

Communication

Presentation skills

Writing proficiency

Organization

Teamwork

Lifelong learning

MS Office

Education

Bachelor’s degree in Finance/Business/Economics or related field

Series 65

CFP certification preferred

Tools

eMoney

Right Capital

Money Guide Pro

Salesforce

Schwab/TradePMR/Fidelity custodial platforms

Job description

Waverly Advisors, LLC in Dayton, OH seeks an Associate Wealth Advisor to support high-net-worth clients under senior guidance. You will assist with client relationships, operational support, and advanced planning processes while developing advisory skills.

Ideal candidates communicate effectively, are detail-oriented, and eager to learn within a collaborative Wealth Advisory team. A strong foundation in finance and planning software is required.