Wealth Advisor — High-Impact, Client-First Leader

Waverly Advisors, LLC; Council Bluffs (IA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

401(k) match

Paid holidays

Birthday day off

Flexible time off

Paid sabbatical

Competitive pay

Job summary

Waverly Advisors, LLC seeks a Wealth Advisor to serve a select group of high-net-worth clients, providing comprehensive financial planning and ongoing relationship management. You will introduce new business opportunities and collaborate with our investment team to align planning with investments.

The ideal candidate has 7–10 years in financial advisory services, strong communication, networking and leadership skills, and holds CFP or CFA credentials. Travel to client meetings may be required.

Qualifications

• Bachelor's degree from an accredited college or university.
• 7–10 years of financial advisory experience with proven ability to develop and manage client relationships and grow business.
• CFP or CFA certification required.
• Strong networking and relationship-building skills.

Responsibilities

• Build and manage relationships with high-net-worth clients and introduce new business opportunities.
• Provide comprehensive financial planning guidance and coordinate with investment team.
• Collaborate with the firm to meet client expectations and drive business growth.

Skills

Client relationships

Networking

Leadership

Active listening

Critical thinking

Entrepreneurial mindset

Communication

Education

Bachelor's degree

CFP certification

CFA certification

Job description

Waverly Advisors, LLC seeks a Wealth Advisor to serve a select group of high-net-worth clients, providing comprehensive financial planning and ongoing relationship management. You will introduce new business opportunities and collaborate with our investment team to align planning with investments.

The ideal candidate has 7–10 years in financial advisory services, strong communication, networking and leadership skills, and holds CFP or CFA credentials. Travel to client meetings may be required.