Emerging Wealth Advisor, Client-Focused Growth

Waverly Advisors, LLC; Boulder (CO); In loco; USD 100.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental, vision coverage

401(k) with match and profit sharing

Twelve paid holidays per year

Birthday off day

Sabbatical after seven years

Descrizione del lavoro

Waverly Advisors, LLC in Boulder, CO is seeking an Associate Wealth Advisor to support high-net-worth clients under the guidance of experienced Wealth Advisors. You will help with client communications, operations, and the advanced planning process, while developing advisory skills and a strong foundations in wealth management.

The role emphasizes teamwork, meticulous documentation, and proactive client service, with opportunities to contribute to financial planning, trading oversight, and

Competenze

• Bachelor’s degree required in finance/related field.
• 2–5 years in financial services, preferably at an RIA.
• Proficiency with financial planning software (eMoney, Right Capital, MoneyGuidePro).
• CRM experience with Salesforce.
• Experience with custodians (Pershing, Schwab, Fidelity).
• Detail-oriented self-starter with strong communication and organization.

Mansioni

• Facilitate the client consulting process and support client meetings.
• Assist Wealth Advisors with business development and organic growth.
• Execute client requests and update client information; follow up on items.
• Build wealth management knowledge and assist in portfolio planning and estate/tax planning.
• Prepare client meeting materials and attend meetings with clients or prospects.
• Collaborate with planners to develop comprehensive financial plans.

Conoscenze

Client relations

Communication

Attention to detail

Team collaboration

Adaptability

Presentation skills

Formazione

Bachelor’s Degree in Finance/Business/Economics

Strumenti

Salesforce CRM

eMoney planning software

RightCapital

MoneyGuidePro

Custodial platforms (Pershing/Schwab/Fidelity)

Descrizione del lavoro

Waverly Advisors, LLC in Boulder, CO is seeking an Associate Wealth Advisor to support high-net-worth clients under the guidance of experienced Wealth Advisors. You will help with client communications, operations, and the advanced planning process, while developing advisory skills and a strong foundations in wealth management.

The role emphasizes teamwork, meticulous documentation, and proactive client service, with opportunities to contribute to financial planning, trading oversight, and