Wealth Advisor

Waverly Advisors, LLC; Council Bluffs (IA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health, Dental, Vision coverage

401(k) with match & profit sharing

Twelve paid holidays per year

Birthday week extra vacation day

Flexible time-off policy

Paid sabbatical after 7 years

Competitive compensation

Job summary

Waverly Advisors, LLC is seeking a Wealth Advisor to manage a select group of high‑net‑worth clients, deliver comprehensive financial planning, and grow the firm through new business opportunities. You will coordinate with the investment team, maintain strong client relationships, and uphold exceptional service standards.

The role requires a Bachelor’s degree with 7–10 years in advisory services; CFP or CFA credentials are expected.

Qualifications

• Bachelor’s degree required; CFP or CFA preferred.
• 7–10 years of experience in financial advisory services with client relationships and new business development.
• Excellent communication and interpersonal skills; client-first attitude.
• Willingness to lead and coach team members in a fast-growing, entrepreneurial environment.

Responsibilities

• Builds a strong understanding of clients' investment philosophy and financial planning needs.
• Develop and manage existing client relationships with regular contact and communications.
• Identify and develop new business and networking opportunities.
• Implement financial plans including estate, insurance, and tax strategies.
• Coordinate with the investment team to align portfolios with client objectives.
• Deliver extraordinary client service and maintain high ethical standards.
• Use CRM to input tasks, money movements, and trading instructions.
• Monitor asset allocations and rebalance portfolios as needed.

Skills

Client relationship skills

Communication

Active listening

Networking

Team leadership

Detail-oriented

Education

Bachelor’s Degree

CFP or CFA

Tools

CRM system

Trading tools

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.