Wealth Advisor

Waverly Advisors, LLC; Pensacola (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health, Dental, Vision coverage

401(k) with company match

Job summary

Waverly Advisors, LLC is seeking a Wealth Advisor to manage high‑net‑worth client relationships and deliver comprehensive financial planning. You will be the primary contact for a select client group and drive new business opportunities through referrals and community engagement.

In this role you will craft goals-based financial plans, coordinate with estate, tax, and philanthropic strategies, and work closely with the investment team to align client objectives with investment decisions.

Qualifications

• 5–8 years of experience in financial services with demonstrated ability to develop and manage existing client relationships and create new business opportunities.
• Bachelor’s Degree from an accredited college or university.
• Series 65, CFP, or CFA required.

Responsibilities

• Drive business development by cultivating referral networks and building client relationships.
• Understand Waverly’s investment philosophy and integrate planning with portfolio objectives.
• Develop and manage client relationships with ongoing contact and communications.
• Implement financial plans including estate, insurance and tax considerations.
• Collaborate with the investment team to align client planning with investment strategy.
• Maintain high standards of client service and ethical conduct.
• Coordinate actions with Client Service Associates and Investment Analysts.

Skills

Client relationships

Networking

Leadership

Communication

Financial services

Education

Bachelor’s Degree

Series 65

CFP

CFA

Tools

CRM software

Job description

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’t your 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 by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.

In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow 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.

• Drive business development initiatives by cultivating referral networks, generating new client relationships and enhancing the visibility and reputation of Waverly Advisors within the community.
• 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.
• 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:

• Periodic travel to client meetings or events, occasionally out-of-state.

Required Qualifications and Skills:

• Minimum 5-8 years’ experience in financial services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
• 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.
• Bachelor’s Degree from an accredited college or university.
• Series 65, CFP, or CFA required.

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.
• 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 Policy giving flexibility 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.
• Compensation commensurate with 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.