Senior Wealth Advisor: Client Growth & Planning
Waverly Advisors
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Benefits offered by this job
Job summary
Waverly Advisors, LLC is seeking an experienced Wealth Advisor to manage high‑net‑worth clients and contribute to business development. You will provide comprehensive financial planning and coordinate with the investment team to align planning with portfolios.
The role requires a bachelor’s degree, 5–7 years in financial services, Series 65/ CFP or CFA, a client‑first mindset, and strong communication. Travel is periodic; we offer a generous benefits package and a collaborative, entrepreneurial
Qualifications
- Bachelor’s degree in Finance, Business, Economics or related field.
- 5–7 years of experience in financial services with client relationship development.
- CFP or CFA strongly preferred; Series 65 required.
Responsibilities
- Manage high-net-worth client relationships with a fiduciary approach.
- Provide comprehensive financial planning and investment guidance.
- Coordinate with investment team to align planning and portfolios.
- Identify and develop new business opportunities.
- Communicate with clients and team to ensure exceptional service.
- Monitor client portfolios and adjust strategies as needed.
- Ensure compliance with SEC regulations and firm policies.
Skills
Education
Tools
Job description
Waverly Advisors, LLC is seeking an experienced Wealth Advisor to manage high‑net‑worth clients and contribute to business development. You will provide comprehensive financial planning and coordinate with the investment team to align planning with portfolios.
The role requires a bachelor’s degree, 5–7 years in financial services, Series 65/ CFP or CFA, a client‑first mindset, and strong communication. Travel is periodic; we offer a generous benefits package and a collaborative, entrepreneurial
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