Wealth Advisor – Growth & Planning Specialist

Waverly Advisors, LLC; Boulder (CO); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

401(k) with match and profit sharing

Twelve paid holidays

Birthday-week extra vacation day

Flexible Time Off policy

Paid sabbatical after seven years

Job summary

Waverly Advisors, LLC in Boulder, CO seeks a Wealth Advisor to support high-net-worth clients and collaborate with experienced Advisors. You will assist with operational client needs, participate in advanced planning, and help build financial plans while delivering excellent service.

This role emphasizes client communication, detailed analysis, and teamwork, with mentorship from senior advisors and opportunities for growth.

Qualifications

• Bachelor’s Degree in Finance, Business, Economics, or related field.
• 2–5 years of experience in financial services, preferably at an RIA.
• Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro.
• Proficiency in a CRM such as Salesforce.
• Experience working with financial custodians such as Pershing, Schwab, or Fidelity (Pershing preferred).
• Detail-oriented, self-starter with problem solving ability, adaptability and flexibility.
• Effective speaking and presentation skills; excellent writing proficiency.

Responsibilities

• Facilitates the client consulting process through preparation and follow-up of each client step.
• Supports Wealth Advisors in business development while driving organic growth.
• Executes client requests, updates client information, and follows up on open items.
• Builds wealth management acumen with investment philosophy and planning considerations.
• Prepares client meeting materials and attends client/prospect meetings.
• Collaborates with planners to develop financial plans to meet client goals.
• Monitors asset allocations, rebalancing, and trade recommendations with the trading team.
• Manages deliverables from start to finish with Client Service Associates.
• Provides diligent documentation of client communication and CRM usage.
• Serves day-to-day client needs and participates in team meetings.
• Reviews quarterly reports for accuracy and tracks special projects.
• Manages client onboarding and new account paperwork with the client service team.
• Utilizes custodial platforms such as Schwab, Fidelity, and Pershing as needed.

Skills

Communication skills

Presentation skills

Written communication

Organizational skills

Teamwork

Adaptability

Education

Bachelor's Degree

Tools

eMoney

Right Capital

MoneyGuide Pro

Salesforce

Pershing

Schwab

Fidelity

Job description

Waverly Advisors, LLC in Boulder, CO seeks a Wealth Advisor to support high-net-worth clients and collaborate with experienced Advisors. You will assist with operational client needs, participate in advanced planning, and help build financial plans while delivering excellent service.

This role emphasizes client communication, detailed analysis, and teamwork, with mentorship from senior advisors and opportunities for growth.