Senior Wealth Advisor — Client-First Planning & Growth

Waverly Advisors; Council Bluffs (IA); On-site; USD 130,000 - 200,000; Full time

Benefits offered by this job

Health, Dental, and Vision coverage

401(k) retirement plan with match and

Twelve paid holidays each year

Birthday week off

Sabbatical program after seven years

Flexible time off policy

Job summary

Waverly Advisors in Council Bluffs, IA, seeks a Wealth Advisor to serve high-net-worth clients with comprehensive financial planning and investment guidance. You will be the primary contact, build relationships, and collaborate with the investment team to align plans with client goals.

Ideal candidates have 7–10 years in financial advisory, CFP or CFA, a client-first mindset, and strong networking skills. This role offers a collegial team, growth opportunities, and a commitment to exceptional

Qualifications

• 7–10 years’ experience in financial advisory services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
• CFP or CFA required.
• Bachelor’s Degree from an accredited college or university.

Responsibilities

• Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.
• Develop and manage existing client relationships, including ongoing client contact and communications.
• Actively participate in the development of new business and networking opportunities.
• Implement financial plans for clients including coordination of estate, insurance and tax strategies.
• Work with the firm’s investment team to incorporate clients’ investment strategies with their planning objectives.
• Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.
• Communicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks.
• Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team.
• Adheres to Waverly policies to maintain compliance with SEC regulations.

Skills

Networking

Active listening

Client-first attitude

Leadership

Entrepreneurial mindset

Team player

Education

Bachelor’s Degree from an accredited college or university

CFP or CFA certification

Job description

Waverly Advisors in Council Bluffs, IA, seeks a Wealth Advisor to serve high-net-worth clients with comprehensive financial planning and investment guidance. You will be the primary contact, build relationships, and collaborate with the investment team to align plans with client goals.

Ideal candidates have 7–10 years in financial advisory, CFP or CFA, a client-first mindset, and strong networking skills. This role offers a collegial team, growth opportunities, and a commitment to exceptional