Mentored Wealth Advisor Associate — Growth & Client Impact

Waverly Advisors, LLC; Lafayette (IN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Paid holidays

Sabbatical program

Health/Dental/Vision

Job summary

Waverly Advisors, LLC in Lafayette, IN seeks an Associate Wealth Advisor to support high-net-worth clients under senior guidance. You will help manage client relationships, assist in advanced planning, and provide excellent service and timely operational support.

The role emphasizes communication, attention to detail, and the development of client advisory skills within a mentorship-driven team. Expect collaboration across planning, research, and client service.

Qualifications

• Bachelor’s Degree required, preferably in Finance, Business, Economics, or a related field.
• At least one of CFA®, CFP®, or CPA.
• Two to five years’ experience in the financial services industry, preferably at an RIA.
• Adeptness with financial planning software such as Money, Right Capital, or Money Guide Pro; EMoney experience strongly preferred.
• Proficiency in a CRM such as Salesforce.
• Experience with custodians such as Schwab, TradePMR, or Fidelity; Schwab preferred.

Responsibilities

• Facilitate client consulting process through each step and participate in client meetings.
• Support Wealth Advisors in business development while driving own organic growth.
• Execute client requests, update client information, and follow up on open items for advisors and clients.
• Build wealth management acumen with understanding of investment philosophy and planning considerations.
• Prepare client meeting materials and attend client/prospect meetings.
• Collaborate with financial planners to develop financial plans for clients.
• Monitor asset allocations, rebalancing, and trade recommendations with wealth advisors and internal trading team.
• Manage completion of deliverables from start to finish with Client Service Associates and others.
• Provide diligent documentation of client communication and use CRM.
• Serve day-to-day client needs and collaborate with team to ensure high service levels.
• Provide on-demand and scheduled reports to advisors and clients as requested.
• Participate in team meetings and review quarterly reports for accuracy.
• Track and complete special projects throughout the year as needed.
• Manage client onboarding processes and facilitate new account paperwork with client service team.
• Utilize custodial platforms such as Schwab, Fidelity, Pershing as needed.

Skills

Client communication

Attention to detail

Team collaboration

Problem solving

Written communication

Time management

Education

Bachelor's Degree in Finance, Business, Economics

Tools

Salesforce CRM

Money

Right Capital

Money Guide Pro

EMoney

Microsoft Office

Schwab

Fidelity

TradePMR

Job description

Waverly Advisors, LLC in Lafayette, IN seeks an Associate Wealth Advisor to support high-net-worth clients under senior guidance. You will help manage client relationships, assist in advanced planning, and provide excellent service and timely operational support.

The role emphasizes communication, attention to detail, and the development of client advisory skills within a mentorship-driven team. Expect collaboration across planning, research, and client service.