Wealth Advisor: Elite Financial Planning & Client Growth

Waverly Advisors, LLC; Dayton (OH); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Health, Dental, Vision coverage

401(k) with match and profit sharing

Twelve paid holidays

Birthday week day off

Sabbatical after seven years

Flexible time off policy

Job summary

Waverly Advisors, LLC is seeking a Wealth Advisor to manage high-net-worth client relationships, provide comprehensive financial planning, and help grow the firm through new business development. The role requires communicating effectively with clients and team members, and applying sound planning aligned with investment strategies.

Travel may be periodic to client meetings or events. A strong emphasis on client-first service, ethics, and collaboration with the investment team is essential for

Qualifications

• Bachelor’s Degree in Finance, Business, Economics, or a related field.
• 5–7 years’ experience in financial services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
• Series 65, CFP, or CFA required; CFP strongly preferred.
• Proven ability to network with prospective clients and centers of influence.

Responsibilities

• Understand and apply Waverly’s investment philosophy and planning approach, including portfolio construction and goals-based planning.
• Develop and manage existing client relationships with ongoing contact and communications.
• Identify and develop new business and networking opportunities.
• Implement financial plans including coordination of estate, insurance and tax strategies.
• Collaborate with the investment team to align clients’ investments with planning goals.
• Uphold exceptional client service, ethical standards, and regulatory compliance.

Skills

Active listening

Critical thinking

Client-first attitude

Networking

Coaching and leadership

Team player

Education

Bachelor's degree in Finance/Business/Economics

Job description

Waverly Advisors, LLC is seeking a Wealth Advisor to manage high-net-worth client relationships, provide comprehensive financial planning, and help grow the firm through new business development. The role requires communicating effectively with clients and team members, and applying sound planning aligned with investment strategies.

Travel may be periodic to client meetings or events. A strong emphasis on client-first service, ethics, and collaboration with the investment team is essential for