Associate Wealth Advisor: Holistic Financial Planner

Fayette Chamber of Commerce; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with match

Paid holidays

Birthday day

Flexible time off

Sabbatical after seven years

Job summary

Waverly Advisors, LLC, in Atlanta, GA, seeks an Associate Wealth Advisor to deliver comprehensive financial planning and client service. You will engage directly with clients, wealth advisors, and the compliance team to craft and implement plans aligned with client goals.

The role emphasizes teamwork, client education, and growth as a leader in financial planning. Travel to meet clients may occur, and strong communication is essential.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Business, or a related field.
• Three to five years’ experience in financial planning within financial services, preferably RIAs or broker/dealers.
• Proficiency with financial planning software such as eMoney, Right Capital, or Money Guide Pro; EMoney preferred.
• CFP Certification.
• Experience with Salesforce, Orion, and Schwab preferred.
• Strong Excel skills and Microsoft Office proficiency.
• Excellent verbal and written communication; professional demeanor and integrity.
• Ability to analyze large financial data sets and comply with regulations.
• Self-motivated, proactive, able to work independently or as part of a team.
• Empathy and strong desire to serve clients and colleagues.

Responsibilities

• Conduct thorough financial assessments and gather information from clients to understand goals, risk tolerance, and investment preferences.
• Develop personalized financial plans and budgets, integrating investment, retirement, tax, estate, and risk management strategies.
• Evaluate clients’ financial documents and prepare planning deliverables using planning software.
• Collaborate with clients to implement plans and monitor progress, making adjustments as needed.
• Stay current with market trends, regulations, and best practices to provide accurate guidance.
• Build and maintain strong client relationships through regular communication and proactive support.
• Educate clients on financial planning concepts to enhance literacy and decision making.
• Collaborate with team members to deliver holistic financial planning solutions.

Skills

Client communication

Financial planning

Data analysis

Regulatory compliance

Team collaboration

Attention to detail

Microsoft Excel

Professionalism

Empathy

Independent work

Adaptability

Education

Bachelor’s degree in Finance/Financial Planning/Business

Tools

eMoney

Right Capital

MoneyGuide Pro

Salesforce

Orion

Schwab

Job description

Waverly Advisors, LLC, in Atlanta, GA, seeks an Associate Wealth Advisor to deliver comprehensive financial planning and client service. You will engage directly with clients, wealth advisors, and the compliance team to craft and implement plans aligned with client goals.

The role emphasizes teamwork, client education, and growth as a leader in financial planning. Travel to meet clients may occur, and strong communication is essential.