Associate Financial Planner

Waverly Advisors, LLC • Paoli, PA

9d

About The Position

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your 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 by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day. In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well. We are looking to add an Associate Financial Planner to our team in our Paoli, PA office. The Associate Financial Planner is an essential part of the overall client experience. As an Associate Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future. This role regularly assists in the development and delivery of financial planning services through a comprehensive financial planning approach. In this role, you will have a high degree of direct communication with clients, wealth advisors, client service associates, and compliance team members. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.

Requirements

• CFP Certification or intention to obtain CFP Certification.
• Bachelor's degree in financial planning or a minimum of 1 year in financial planning or a similar role, preferably within a wealth management firm.
• Proficiency in Microsoft Office Suite, largely in
• Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
• High level of professionalism and
• Outstanding attention to detail, organizational skills, and problem-solving
• Ability to analyze large amounts of financial data and comply with
• Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.
• Ability to empathize and a strong desire to serve external clients and internal team

Nice To Haves

• One to three years’ experience in the financial services
• Experience with financial planning software such as e-Money, Money Guide Pro, or Right Capital. e-Money familiarity is strongly preferred.

Responsibilities

• Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment
• Develop personalized financial plans and budgets based on clients’ needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals.
• Evaluate clients’ financial documents including their income, expenses, and liabilities to complete planning work with an advisor’s direction. This includes gathering, building and summarizing financial planning deliverables using financial planning software.
• Collaborate with clients to implement financial plans and monitor their progress over time, making necessary adjustments as
• Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate
• Build and maintain strong client relationships through regular communication and proactive support.
• Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions.
• Collaborate with other team members, to deliver holistic financial planning solutions to clients.

Benefits

• Health, Dental, and Vision benefit options.
• 401K.
• Nine paid holiday days per year, plus two floating holidays.
• Extra vacation day on your birthday week.
• Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly).
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us.
• Compensation commensurate with experience.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level