Associate Wealth Advisor: Client-Centric Planning & Growth

Waverly Advisors, LLC; Cincinnati (OH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health coverage

401(k) with match

Paid holidays

Birthday week day off

Flexible PTO

Job summary

Waverly Advisors, LLC in Cincinnati, OH is seeking an Associate Wealth Advisor to provide comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. You will assist with the operational needs of client accounts and help manage client relationships.

This role offers mentorship, hands-on exposure to financial planning processes, and opportunities to develop advisory skills while delivering excellent service.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Professional designations CFA, CFP, or CPA preferred.

Responsibilities

• Support Wealth Advisors in client meetings and planning.
• Prepare client meeting materials and attend meetings.
• Assist with client onboarding and account paperwork.
• Monitor clients’ asset allocations and rebalancing with the team.
• Provide on-going reports to advisors and clients.
• Collaborate with financial planners to develop financial plans.

Skills

Financial services experience

Attention to detail

Written and verbal communication

Team collaboration

Organization

Learning and development mindset

Education

Bachelor's degree in Finance/Business/Economics

CFA/CFP/CPA preferred

Tools

eMoney

Right Capital

MoneyGuide Pro

Salesforce

Custodian platforms (Raymond James, Schwab, Pershing, Fidelity)

Microsoft Office

Job description

Waverly Advisors, LLC in Cincinnati, OH is seeking an Associate Wealth Advisor to provide comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. You will assist with the operational needs of client accounts and help manage client relationships.

This role offers mentorship, hands-on exposure to financial planning processes, and opportunities to develop advisory skills while delivering excellent service.