Associate Wealth Advisor — Client-Focused Growth

Waverly Advisors, LLC; Louisiana (MO); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, Dental, Vision coverage

401(k) with match 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 is seeking an Associate Wealth Advisor to support high-net-worth clients under the guidance of experienced Wealth Advisors. You will handle operational needs, client relationships, and advanced financial planning, with strong attention to detail and a proactive mindset.

This role emphasizes communication with clients, collaboration with planners, and development of client advisory skills in a mentorship environment within Lafayette, IN.

Qualifications

• Bachelor’s Degree required in Finance, Business, Economics, or related field.
• At least one of CFA®, CFP®, or CPA designation.
• 2 to 5 years in financial services, preferably at an RIA.
• Proficiency in financial planning software like Money, Right Capital, or Money Guide Pro; EMoney preferred.
• CRM proficiency (Salesforce).
• Experience with custodians such as Schwab, TradePMR, or Fidelity; Schwab preferred.
• Strong communication, organization, and problem-solving skills.

Responsibilities

• Facilitates client consulting process through preparation and follow-up of steps in client experience and participation in meetings.
• Supports Wealth Advisors in business development and drives own organic growth.
• Executes client requests, updates client information, and follows up on open items.
• Builds wealth management acumen and understanding of investment philosophy, portfolio construction, goals-based planning, estate, tax, and philanthropic planning.
• Prepares client meeting materials and attends client/prospect meetings.
• Collaborates with planners/advisors to develop financial plans for clients.
• Monitors asset allocations, rebalancing, and trade recommendations with internal team.
• Manages completion of deliverables with Client Service Associates and others.
• Documents client communications and uses CRM.
• Provides day-to-day client support and reports to advisors and clients.
• Participates in team meetings and reviews quarterly reports for accuracy.
• Completes special projects; manages onboarding and new account paperwork with client service.
• Uses custodial platforms like Schwab, Fidelity, Pershing to maintain client accounts.

Skills

Client communication

Critical thinking

Detail orientation

Team collaboration

Written/verbal communication

Presentation skills

Education

Bachelor’s degree in Finance/Business/Economics

CFA/CFP/CPA designation (preferred)

Tools

Salesforce

Money

Right Capital

Money Guide Pro

EMoney

Job description

Waverly Advisors, LLC is seeking an Associate Wealth Advisor to support high-net-worth clients under the guidance of experienced Wealth Advisors. You will handle operational needs, client relationships, and advanced financial planning, with strong attention to detail and a proactive mindset.

This role emphasizes communication with clients, collaboration with planners, and development of client advisory skills in a mentorship environment within Lafayette, IN.