Wealth Advisor: High-Net-Worth Planning & Growth

Waverly Advisors; Boulder (CO); In loco; USD 100.000 - 250.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, Dental, and Vision coverage

401(k) retirement plan with match and

Twelve paid holidays

Birthday week extra vacation day

Flexible PTO policy

Paid sabbatical after seven years

Descrizione del lavoro

Waverly Advisors in Boulder, CO is seeking a Wealth Advisor to join our team. You will support senior Wealth Advisors by coordinating client meetings, preparing materials, and handling administrative tasks while learning our investment philosophy and goals-based planning.

This role emphasizes client service, attention to detail, and the ability to communicate clearly with clients and colleagues. Occasional travel may be required as part of relationship building.

Competenze

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Series 65 required, CFP preferred.
• 2–5 years of experience in financial services, preferably at an RIA.
• Proficient with financial planning software (eMoney, Right Capital, MoneyGuidePro).
• Proficient with CRM such as Salesforce.
• Experience with custodians like Pershing, Schwab, or Fidelity.

Mansioni

• Facilitates the client consulting process through preparation and follow-up of each step of the client experience and active participation in client meetings.
• Supports Wealth Advisors in business development while driving own efforts to generate organic growth.
• Executes client requests, updates client information, and follows up on open items for advisors and clients.
• Builds wealth management acumen with understanding of investment philosophy and planning considerations.
• Prepares client meeting materials and attends client and/or prospect meetings.
• Collaborates with financial planners and wealth advisors to develop financial plans for clients.
• Monitors asset allocations, rebalancing, and trade recommendations with the team.
• Manages completion of deliverables from start to finish with Client Service Associates and external parties.
• Documents client communication and uses CRM software.
• Provides on-demand and scheduled reports to advisors and clients.
• Participates in team meetings and quarterly report reviews.
• Tracks special projects and manages onboarding processes with the client service team.
• Uses custodial platforms to maintain client accounts.

Conoscenze

Client relationships

Financial planning

Communication skills

Attention to detail

Organizational skills

Team collaboration

Formazione

Bachelor’s Degree in Finance/Business/Economics

Series 65

CFP preferred

Strumenti

eMoney

Right Capital

MoneyGuidePro

Salesforce

Pershing

Schwab

Fidelity

Descrizione del lavoro

Waverly Advisors in Boulder, CO is seeking a Wealth Advisor to join our team. You will support senior Wealth Advisors by coordinating client meetings, preparing materials, and handling administrative tasks while learning our investment philosophy and goals-based planning.

This role emphasizes client service, attention to detail, and the ability to communicate clearly with clients and colleagues. Occasional travel may be required as part of relationship building.