Associate Wealth Advisor - Client Growth & Planning

Waverly Advisors, LLC; Cincinnati (OH); On-site; USD 65,000 - 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 day

Sabbatical program

Job summary

Waverly Advisors, LLC in Cincinnati, OH seeks an Associate Wealth Advisor to support high-net-worth clients under experienced Wealth Advisors. The role emphasizes client service, operational support, and participation in advanced planning. Strong communication, detail orientation, and learning mindset are essential for growth within the team.

The position offers mentorship, exposure to comprehensive financial planning, and collaboration with planners to develop tailored strategies.

Qualifications

• Bachelor's degree in finance, business, economics, or related field.
• Preferred designations: CFA®, CFP®, or CPA.
• 5–10 years’ experience in financial services, ideally in an RIA.
• Proficiency with planning tools: eMoney, Right Capital, MoneyGuidePro.
• CRM experience with Salesforce; prior custodial platforms knowledge.
• Detail-oriented self-starter with strong communication and organization.

Responsibilities

• Facilitate client consulting through steps of the experience and meetings.
• Support Wealth Advisors in business development and organic growth.
• Execute client requests, update information, and follow up on items.
• Develop wealth management acumen with planning and market knowledge.
• Prepare client meeting materials and attend meetings with clients/prospects.
• Collaborate to develop financial plans and strategies for goals.

Skills

Client communication

Attention to detail

Team collaboration

Leadership potential

Education

Bachelor's Degree in Finance/Business/Economics

Tools

eMoney

Right Capital

MoneyGuidePro

Salesforce

Raymond James

Schwab

Pershing

Fidelity

Job description

Waverly Advisors, LLC in Cincinnati, OH seeks an Associate Wealth Advisor to support high-net-worth clients under experienced Wealth Advisors. The role emphasizes client service, operational support, and participation in advanced planning. Strong communication, detail orientation, and learning mindset are essential for growth within the team.

The position offers mentorship, exposure to comprehensive financial planning, and collaboration with planners to develop tailored strategies.