Wealth Advisor

Waverly Advisors, LLC; Council Bluffs (IA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid holidays

Birthday day off

Flexible time off

Paid sabbatical

Competitive pay

Job summary

Waverly Advisors, LLC seeks a Wealth Advisor to serve a select group of high-net-worth clients, providing comprehensive financial planning and ongoing relationship management. You will introduce new business opportunities and collaborate with our investment team to align planning with investments.

The ideal candidate has 7–10 years in financial advisory services, strong communication, networking and leadership skills, and holds CFP or CFA credentials. Travel to client meetings may be required.

Qualifications

• Bachelor's degree from an accredited college or university.
• 7–10 years of financial advisory experience with proven ability to develop and manage client relationships and grow business.
• CFP or CFA certification required.
• Strong networking and relationship-building skills.

Responsibilities

• Build and manage relationships with high-net-worth clients and introduce new business opportunities.
• Provide comprehensive financial planning guidance and coordinate with investment team.
• Collaborate with the firm to meet client expectations and drive business growth.

Skills

Client relationships

Networking

Leadership

Active listening

Critical thinking

Entrepreneurial mindset

Communication

Education

Bachelor's degree

CFP certification

CFA certification

Job description

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’tyour typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart byactually livingand acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.

In this role,you’llbe challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hopeyou’llgrow as a person and leader in your field and transform those around you as well.

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients. The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, provide sound financial planning advice and counsel, and work closely with all members of the Waverly team to exceed client expectations. You will be expected to help grow Waverly’s business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.

A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency, flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities.

Wealth Advisor 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.

Travel

• Occasional travel to client meetings or events.

Required Qualifications And Skills

• Bachelor’s Degree from an accredited college or university.
• 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.
• A self-motivated, highly driven and entrepreneurial personality.
• Proven ability to network with prospective clients and centers of influence.
• Possess active listening and critical thinking skills.
• Demonstrate a client-first attitude.
• Act as a team player, with strong coaching and leadership skills.
• Desire to work successfully in an intimate, fast-growing, entrepreneurial organization.

Physical Requirements

• Prolonged periods of sitting or standing at a desk and working on a computer.
• Must be able to access and navigate each department at the organization’s facilities.

Benefits:

• Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.
• 401(k) retirement plan with match and profit sharing to help you invest in your future.
• Twelve paid holidays each year.
• An extra vacation day during your birthday week—so you cancelebrateyou!
• Responsible Time Off Policygivingflexibility without annual PTO limits, while balancing team responsibilities and business needs.
• Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
• Compensationcommensuratewith experience.

Legal:

Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law.