Job Description

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’tyour typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart byactually livingand acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day. In this role,you’llbe challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hopeyou’llgrow as a person and leader in your field and transform those around you as well. We are looking to add an Associate Wealth Advisor to our teaminourLafayette,INoffice. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Associate Wealth Advisorassistsadvisors with the operational needs of their clients, helps to manage client relationships, and activelyparticipatesin the advanced planning process. This isaccomplishedthrough ongoing communication, excellent clientservice,and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. A successful candidate will have the ability to effectively communicate with clients and team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility,promptness,and the ability toanticipateneeds are necessary in all tasks and responsibilities. Responsibilities Facilitates the client consulting process through the 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 their own efforts to generate organic growth. Executes client requests, updates client information, and follows up on open items for advisors and clients. Builds a strong wealth management acumen with an understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate,taxand philanthropic planning considerations. Prepares client meeting materials and attends client and/or prospect meetings. Collaborates with financial planners and wealth advisors to develop financial plans thatassistclients to understand their financial picture and develop strategies to achieve their goals. Monitors clients’ asset allocations,rebalancing ofportfolios, and trade recommendations by working with Wealth Advisors and our internal trading team. Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed. Provides diligent documentation of client communication andutilizesCRM software. Serves day-to-day client needs and collaborates with team members to ensure the highest level of service. Provides on-demand and scheduled reports to advisors and clients, as requested. Participates in and contributes to team meetings, as assigned. Reviews quarterly reports for accuracy. Tracks and completes any special projects throughout the year as needed. Manages client onboardingprocessesandfacilitatesnew account paperwork with the clientservice team. Utilizes various custodial platforms such as Schwab,Fidelityand Pershing to helpmaintainclient accounts as needed. Qualifications Bachelor’s Degreerequiredpreferably in Finance, Business,Economics, or a related field. At least one of the following designations: CFA®, CFP®, orCPA. Twotofiveyears’ experience in the financial services industry, preferably at an RIA. Adeptness with financial planning software such aseMoney, Right Capital, or Money Guide Pro. EMoney experience, strongly preferred. Proficiencyin a CRM such as Salesforce. Experience working with financial custodians such as Schwab,TradePMR, or Fidelity. Schwab preferred. Detail-oriented self-starter with problem solving ability, adaptability, and flexibility. Effective speaking and presentation skills. Excellent writingproficiency. Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously. Coachable with the ability to work in a team environment and independently. Learning and development mindset and drive for continuous improvement. Personal commitment to continuing education for professional development and growth. Proficient with Microsoft Office suite. Travel Occasional travel to meet with clients may occur. Physical Requirements Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Must be able to access and navigate each department at the organization’s facilities. Benefits Comprehensive Health, Dental, and Vision coverage to support your overallwell ‑ being. 401(k) retirement plan with match and profit sharing to help you invest in your future. Twelve paid holidays each year. An extra vacation day during your birthday week—so you can celebrate you! Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs. Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service. Compensation commensurate with experience. Legal Waverly Advisors, LLC. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, gender, genetic information, national origin, disability, uniform service, veteran status, age, or any other classification protected by federal, state, or local law. #J-18808-Ljbffr

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