Associate Wealth Advisor: Client-Driven Planning & Growth

Waverly Advisors, LLC; Colorado; On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Health, Dental, Vision coverage

401(k) with match

Twelve paid holidays

Birthday week extra day

Flexible PTO

Paid sabbatical

Job summary

Waverly Advisors, LLC is seeking an Associate Wealth Advisor to join the Boulder, CO team. You will support Wealth Advisors, manage client relationships, and contribute to advanced financial planning and growth initiatives.

You will communicate with clients, maintain accurate records, and assist in preparing materials for meetings and proposals, collaborating with planners and internal teams to deliver comprehensive wealth management services.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Series 65 required; CFP preferred.
• 2–5 years in financial services, preferably at an RIA.
• Experience with financial planning software such as eMoney, Right Capital, or Money Guide Pro.
• Proficiency with CRM such as Salesforce.
• Experience with custodians Pershing, Schwab, or Fidelity; Pershing preferred.

Responsibilities

• Facilitate the client consulting process through preparation and follow‑up of each step of the client experience and active participation in client meetings.
• Support Wealth Advisors in business development while driving own efforts to generate organic growth.
• Execute client requests, update client information, and follow up on open items for advisors and clients.
• Develop financial plans with planners and wealth advisors to help clients understand their financial picture and goals.
• Prepare client meeting materials and attend meetings with clients or prospects.
• Monitor asset allocations, rebalancing, and trade recommendations with Wealth Advisors and internal trading team.
• Collaborate with teams to ensure completion of deliverables from start to finish.
• Document client communications and utilize CRM software diligently.
• Provide on‑demand and scheduled reports to advisors and clients as requested.
• Participate in team meetings and review quarterly reports for accuracy.

Skills

Communication skills

Presentation skills

Attention to detail

Team collaboration

Education

Bachelor’s Degree in Finance, Business, Economics, or related field

Tools

eMoney

Right Capital

Money Guide Pro

Salesforce

Job description

Waverly Advisors, LLC is seeking an Associate Wealth Advisor to join the Boulder, CO team. You will support Wealth Advisors, manage client relationships, and contribute to advanced financial planning and growth initiatives.

You will communicate with clients, maintain accurate records, and assist in preparing materials for meetings and proposals, collaborating with planners and internal teams to deliver comprehensive wealth management services.