Wealth Advisor — Elite Planning & Flexible Time Off

Waverly Advisors, LLC; Omaha (NE); On-site; USD 110,000 - 165,000; Full time

Benefits offered by this job

Health, Dental, Vision coverage

401(k) match and profit sharing

Twelve paid holidays

Birthday week extra vacation day

Flexible Time Off program

Paid sabbatical after seven years

Job summary

Waverly Advisors, LLC in Omaha, Nebraska seeks a Wealth Advisor to serve high-net-worth clients by delivering comprehensive financial planning and ongoing investment guidance. You will be the primary contact for a select group of clients, coordinating with the investment team to meet their objectives.

A successful candidate brings 7–10 years in financial advisory, a CFP or CFA, and a client-first, entrepreneurial mindset with strong communication and leadership skills.

Qualifications

• 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, entrepreneurial personality with strong networking skills.
• Proven ability to active listening and critical thinking.
• Demonstrate a client-first attitude and team player with leadership skills.

Responsibilities

• Builds a strong understanding of Waverly’s investment philosophy and 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 estate, insurance and tax strategies.
• Work with the firm’s investment team to align clients’ investment strategies with planning objectives.
• Maintain extraordinary client service through professional excellence and ethical standards.

Skills

Networking

Client relationships

Communication

Leadership

Education

Bachelor’s Degree

CFP or CFA

Tools

CRM

Job description

Waverly Advisors, LLC in Omaha, Nebraska seeks a Wealth Advisor to serve high-net-worth clients by delivering comprehensive financial planning and ongoing investment guidance. You will be the primary contact for a select group of clients, coordinating with the investment team to meet their objectives.

A successful candidate brings 7–10 years in financial advisory, a CFP or CFA, and a client-first, entrepreneurial mindset with strong communication and leadership skills.