Wealth Advisor

Waverly Advisors • Boulder, CO

5d • Onsite

About The Position

Waverly Advisors is hiring a Wealth Advisor for its Boulder, Colorado office. The role provides comprehensive support to high-net-worth clients while working closely with experienced Wealth Advisors. It supports client operations and relationships, contributes to advanced financial planning, and offers an opportunity to develop advisory skills with guidance and mentorship from an experienced team. The position emphasizes ongoing communication, excellent client service, operational support, attention to detail, adaptability, organization, and a willingness to learn.

The Wealth Advisor helps facilitate the client consulting process, participates in client and prospect meetings, supports business development and organic growth, and collaborates with financial planners and advisors on financial plans. The role also involves monitoring portfolios with advisors and the internal trading team, managing client deliverables and onboarding, documenting communications in CRM software, preparing reports and meeting materials, and maintaining client accounts through custodial platforms. Occasional travel to meet clients may occur. The work involves prolonged periods sitting at a desk and using a computer, lifting up to 15 pounds at times, and accessing and navigating the organization’s facilities.

Compensation is $100,000–$250,000, commensurate with experience. Waverly Advisors, LLC. is an equal opportunity employer.

Requirements

• Bachelor’s degree required; preferably in Finance, Business, Economics, or a related field.
• Series 65 required.
• Two to five years of experience in the financial services industry; experience at an RIA is preferred.
• Adeptness with financial planning software such as eMoney, RightCapital, or MoneyGuidePro.
• Proficiency with CRM software such as Salesforce.
• Experience working with financial custodians such as Pershing, Schwab, or Fidelity.
• Detail-oriented self-starter with problem-solving ability, adaptability, and flexibility.
• Effective speaking and presentation skills.
• Excellent writing proficiency.
• Outstanding organizational skills and ability to prioritize and balance multiple projects simultaneously.
• Ability to be coached and work both 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.
• Proficiency with the Microsoft Office suite.
• Must be able to lift 15 pounds at times and access and navigate each department at the organization’s facilities.

Nice To Haves

• CFP® certification preferred.
• Experience at an RIA preferred.
• Experience with Pershing preferred.

Responsibilities

• Facilitate the client consulting process by preparing and following up on each step of the client experience and actively participating in client meetings.
• Support Wealth Advisors in business development while pursuing personal efforts to generate organic growth.
• Execute client requests, update client information, and follow up on outstanding items for advisors and clients.
• Build wealth management knowledge, including Waverly’s investment philosophy, market outlook, portfolio construction and management, goals-based financial planning, and estate, tax, and philanthropic planning considerations.
• Prepare client meeting materials and attend client and/or prospect meetings.
• Collaborate with financial planners and Wealth Advisors to develop financial plans and strategies that help clients understand their financial picture and achieve their goals.
• Monitor client asset allocations, portfolio rebalancing, and trade recommendations in coordination with Wealth Advisors and the internal trading team.
• Manage deliverables from start to finish with Client Service Associates and other internal or external parties as needed.
• Document client communications diligently and use CRM software.
• Address day-to-day client needs and collaborate with team members to provide a high level of service.
• Provide scheduled and on-demand reports to advisors and clients as requested.
• Participate in and contribute to team meetings as assigned.
• Review quarterly reports for accuracy.
• Track and complete special projects as needed throughout the year.
• Manage client onboarding and facilitate new account paperwork with the client service team.
• Use custodial platforms such as Schwab, Fidelity, and Pershing to help maintain client accounts.

Benefits

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

What This Job Offers

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