Associate Wealth Advisor: Holistic Financial Planner

Waverly Advisors, LLC; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive Health, Dental, and Vision coverage

401(k) retirement plan with match

Twelve paid holidays

Flexible Responsible Time Off Policy

Paid sabbatical after seven years

Job summary

Waverly Advisors, LLC in Atlanta, GA, is hiring an Associate Wealth Advisor to help clients achieve their financial goals through comprehensive financial planning. This role involves conducting financial assessments, developing personalized plans, and maintaining strong client relationships. The ideal candidate will have a Bachelor's degree in Finance, experience in the financial services industry, and a passion for serving clients. The company offers health coverage, a 401(k) plan, and a flexible time-off policy.

Qualifications

• 3-5 years' experience in financial planning, preferably in an RIA or broker/dealer.
• Strong communication skills and ability to explain complex financial concepts.

Responsibilities

• Conduct thorough financial assessments with clients.
• Develop personalized financial plans based on clients' needs and goals.
• Collaborate with clients to implement financial plans.

Skills

Financial planning

Client communication

Attention to detail

Proficiency in Excel

Empathy

Education

Bachelor’s degree in Finance or related field

CFP Certification

Tools

eMoney

Salesforce

Orion

Schwab

Job description

Waverly Advisors, LLC in Atlanta, GA, is hiring an Associate Wealth Advisor to help clients achieve their financial goals through comprehensive financial planning. This role involves conducting financial assessments, developing personalized plans, and maintaining strong client relationships. The ideal candidate will have a Bachelor's degree in Finance, experience in the financial services industry, and a passion for serving clients. The company offers health coverage, a 401(k) plan, and a flexible time-off policy.