Associate Wealth Advisor

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 Wealth Advisor to our team in our Atlanta, GA office. 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 Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service 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 to anticipate needs are necessary in all tasks and responsibilities.

Associate Wealth Advisor 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’ business development efforts.
• 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, tax and philanthropic planning considerations.
• Prepares client meeting materials and attends client and / or prospect meetings.
• Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with 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 and utilizes CRM 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 onboarding process and facilitates new account paperwork with client service team.
• Utilizes various custodial platforms such as Schwab, Fidelity and Pershing to help maintain client accounts as needed.

Travel :

Minimal travel is required.

Required Qualifications and Skills :

Preferred Qualifications and Skills :

Physical Requirements :

Benefits :

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.

Interested in applying?

If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at hr@waverly-advisors.com.