Associate Wealth Advisor - Comprehensive Financial Planner

Waverly Advisors; Atlanta (GA); Sur place; USD 85 000 - 110 000; Plein temps

Avantages offerts par ce poste

Health benefits

401(k) match

Paid holidays

Birthday day

Flexible PTO

Sabbatical

Résumé du poste

Waverly Advisors in Atlanta, GA seeks an Associate Wealth Advisor to deliver comprehensive financial planning and client service. You will gather client data, develop tailored financial plans, monitor progress, and educate clients on planning concepts, while collaborating with wealth advisors and compliance teams.

The ideal candidate holds a Finance/Business degree, 3–5 years of experience in financial planning, CFP certification, and proficiency with planning software and Salesforce/Schwab.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Business, or a related field.
• Three to five years’ experience performing financial planning in the financial services industry, preferably in an RIA or broker/dealer.
• Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro. EMoney experience strongly preferred.
• CFP Certification.
• Experience with Salesforce, Orion, and Schwab is strongly preferred.
• Proficiency in Microsoft Office Suite, with a special emphasis in Excel.
• Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
• High level of professionalism and integrity.
• Outstanding attention to detail, organizational skills, and problem-solving abilities.
• Ability to analyze large amounts of financial data and comply with regulations.
• Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.
• Empathy and a strong desire to serve external clients and internal team members.

Responsabilités

• Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.
• Develop personalized financial plans and budgets based on clients’ needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals.
• Evaluate clients’ financial documents including their income, expenses, and liabilities to complete planning work with an advisor’s direction. This includes gathering, building and summarizing financial planning deliverables using financial planning software.
• Collaborate with clients to implement financial plans and monitor their progress over time, making necessary adjustments as needed.
• Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.
• Build and maintain strong client relationships through regular communication and proactive support.
• Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions.
• Collaborate with other team members to deliver holistic financial planning solutions to clients.

Connaissances

Financial planning

Client communication

Regulatory compliance

Attention to detail

Problem solving

Team collaboration

Independence

Empathy

Formation

Bachelor’s degree in Finance/related field

CFP Certification

Outils

eMoney

Right Capital

Money Guide Pro

Salesforce

Orion

Schwab

Excel

Microsoft Office

Description du poste

Waverly Advisors in Atlanta, GA seeks an Associate Wealth Advisor to deliver comprehensive financial planning and client service. You will gather client data, develop tailored financial plans, monitor progress, and educate clients on planning concepts, while collaborating with wealth advisors and compliance teams.

The ideal candidate holds a Finance/Business degree, 3–5 years of experience in financial planning, CFP certification, and proficiency with planning software and Salesforce/Schwab.