Wealth Advisor — HNW Planning & Growth (Flexible PTO)

Waverly Advisors, LLC; Omaha (NE); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Paid holidays

Birthday day off

Flexible PTO

Sabbatical after 7 years

Competitive compensation

Job summary

Waverly Advisors, LLC is seeking a Wealth Advisor to serve high-net-worth clients with comprehensive financial planning and investment guidance. You will manage client relationships, deliver sound strategies, and coordinate with the investment team to meet client objectives.

The role requires 7–10 years of advisory experience, a Bachelor’s degree, and CFP or CFA certification. Travel is occasional; you’ll work closely with the team to grow the firm while upholding the highest ethical standards.

Qualifications

• Bachelor’s Degree from an accredited college or university.
• 7–10 years’ experience in financial advisory services.
• CFP or CFA certification required.
• A self-motivated, highly driven and entrepreneurial personality.
• Proven ability to network with prospective clients and centers of influence.
• Possess active listening and critical thinking skills.

Responsibilities

• Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic 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 coordination of estate, insurance and tax strategies.
• Work with the firm’s investment team to incorporate clients’ investment strategies with their planning objectives.
• Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.
• Communicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks.
• Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team.
• Adheres to Waverly policies to maintain compliance with SEC regulations.

Skills

Active listening

Critical thinking

Entrepreneurial mindset

Networking

Client-first attitude

Leadership

Education

Bachelor's degree

Tools

CFP or CFA

Job description

Waverly Advisors, LLC is seeking a Wealth Advisor to serve high-net-worth clients with comprehensive financial planning and investment guidance. You will manage client relationships, deliver sound strategies, and coordinate with the investment team to meet client objectives.

The role requires 7–10 years of advisory experience, a Bachelor’s degree, and CFP or CFA certification. Travel is occasional; you’ll work closely with the team to grow the firm while upholding the highest ethical standards.