Senior Wealth Advisor for High-Net-Worth Clients

Waverly Advisors, LLC; Saint Petersburg (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health, Dental, and Vision coverage

401(k) with match

Twelve paid holidays

Birthday week off

Flexible paid time off policy

Paid sabbatical after seven years

Job summary

Waverly Advisors, LLC is seeking a Wealth Advisor to serve high-net-worth clients with comprehensive financial planning and investment guidance. The role focuses on deepening client relationships, delivering personalized advice, and driving new business opportunities within a collaborative team.

The Wealth Advisor partners with our investment team to integrate planning with portfolios, while maintaining exceptional client service and adherence to regulatory standards.

Qualifications

• Minimum 5-7 years’ experience in financial services with demonstrated ability to develop and manage client relationships and grow new business.
• Bachelor’s Degree from an accredited college or university.
• CFP designation strongly preferred; Series 65 or CFA required.

Responsibilities

• Builds a strong understanding of clients’ needs, investment philosophy, tax and estate planning considerations.
• Develop and manage existing client relationships with ongoing contact and communications.
• Actively participate in new business development and networking opportunities.
• Implement financial plans including coordination of estate, insurance, and tax strategies.
• Collaborate with investment team to align investment strategies with planning objectives.
• Maintain compliance with firm policies and SEC regulations.
• Travel periodically to client meetings and events.

Skills

Client relationship management

Networking

Leadership

Coaching

Active listening

Strong communication

Attention to detail

Time management

Education

Bachelor’s Degree

CFP designation

Series 65

CFA

Tools

CRM software

Job description

Waverly Advisors, LLC is seeking a Wealth Advisor to serve high-net-worth clients with comprehensive financial planning and investment guidance. The role focuses on deepening client relationships, delivering personalized advice, and driving new business opportunities within a collaborative team.

The Wealth Advisor partners with our investment team to integrate planning with portfolios, while maintaining exceptional client service and adherence to regulatory standards.