Wealth Advisor

Waverly Advisors, LLC • St. Petersburg, FL

2d

About The Position

The Wealth Advisor is an essential member of the Waverly Advisors team, providing comprehensive support to high-net-worth clients and serving as the primary point of contact for a select group of clients. The role manages client relationships, provides financial planning advice and counsel, and works with colleagues across the firm to exceed client expectations. The Wealth Advisor also contributes to business growth by identifying and developing opportunities through work with clients, prospective clients, centers of influence, and community involvement.

The position requires effective communication with clients and team members, attention to detail, strong written and verbal communication, a positive attitude, and willingness to learn. Organizational skills, resiliency, flexibility, promptness, and the ability to anticipate needs are important. The role involves periodic travel to client meetings or events, occasionally out of state, and requires working in-office four to five days per week for the first two years of employment.

Requirements

• Minimum of 5–7 years of financial-services experience, with demonstrated ability to develop and manage client relationships and develop new business opportunities.
• Ability to work in-office four to five days per week for the first two years of employment.
• Self-motivated, highly driven, and entrepreneurial personality.
• Proven ability to network with prospective clients and centers of influence.
• Active listening and critical-thinking skills.
• Client-first attitude.
• Team-player approach, with strong coaching and leadership skills.
• Desire to work successfully in an intimate, fast-growing, entrepreneurial organization.
• Bachelor’s degree from an accredited college or university.
• Series 65, CFP, or CFA required.

Nice To Haves

• CFP designation is strongly preferred.

Responsibilities

• Build a strong understanding of Waverly’s investment philosophy, market outlook, portfolio construction and management, goals-based financial planning, and estate, tax, and philanthropic planning considerations.
• Develop and manage existing client relationships, including ongoing client contact and communications.
• Actively participate in developing new business and networking opportunities.
• Implement financial plans, including coordinating estate, insurance, and tax strategies.
• Work with the investment team to incorporate clients’ investment strategies with their planning objectives.
• Provide extraordinary client service through professional excellence, high ethical standards, and effective use of available resources.
• Communicate with Client Service Associates and Investment Analysts to coordinate client-account actions, money movements, and trading, including entering related tasks in Waverly’s CRM.
• Monitor clients’ asset allocations, portfolio rebalancing, and trade recommendations in collaboration with the internal trading team.
• Follow Waverly policies to maintain compliance with SEC regulations.
• Travel periodically to client meetings or events, occasionally out of state.

Benefits

• Comprehensive health, dental, and vision coverage.
• 401(k) retirement plan with matching and profit sharing.
• Twelve paid holidays each year.
• An extra vacation day during the employee’s birthday week.
• Responsible Time Off policy with no annual PTO limits, subject to team responsibilities and business needs.
• Paid sabbatical program offering four consecutive weeks of paid time off after seven years of service.

What This Job Offers

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