Wealth Advisor: Growth‑Oriented Financial Planner

Waverly Advisors, LLC; Colorado; Sur place; USD 100 000 - 250 000; Plein temps

Avantages offerts par ce poste

Health coverage

Dental coverage

Vision coverage

401(k) with match

Profit sharing

Paid holidays

Birthday week off

Sabbatical after 7 years

Résumé du poste

Waverly Advisors, LLC is seeking a Wealth Advisor in the Boulder, CO area to support experienced advisors and manage complex client relationships. The role emphasizes client service, planning, documentation, and collaboration with wealth planners.

You will work with high-net-worth clients, prepare materials, and help develop plans that address estate, tax, and philanthropic considerations while upholding the firm’s Serve principle.

Qualifications

• Bachelor’s degree in Finance, Business, Economics or related field.
• Series 65 required; CFP® preferred.
• 2–5 years in financial services, preferably at an RIA.
• Proficient with financial planning software: eMoney, Right Capital, Money Guide Pro.
• CRM experience with Salesforce; experience with custodians Pershing, Schwab, Fidelity.

Responsabilités

• Facilitates client consulting process across client meetings.
• Supports advisors in business development and organic growth.
• Executes client requests and updates client information.
• Develops financial plans with planners to help clients meet goals.
• Prepares client meeting materials and attends meetings.
• Collaborates with planners to create holistic financial plans.

Connaissances

Bachelor-level finance/business/econom

Formation

Bachelor’s Degree in Finance/Business/Economics

Series 65

CFP® preferred

Outils

Salesforce

eMoney

Right Capital

MoneyGuidePro

Pershing

Schwab

Fidelity

Description du poste

Waverly Advisors, LLC is seeking a Wealth Advisor in the Boulder, CO area to support experienced advisors and manage complex client relationships. The role emphasizes client service, planning, documentation, and collaboration with wealth planners.

You will work with high-net-worth clients, prepare materials, and help develop plans that address estate, tax, and philanthropic considerations while upholding the firm’s Serve principle.