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Associate Wealth Advisor

Waverly Advisors, LLC
Dayton, USA
Junior · 2–5 years experience
Onsite
Discovered 2 weeks ago
Salesforce

Full Job Posting

Qualifications

  • Bachelor’s Degree required preferably in Finance, Business, Economics, or a related field.
  • Series 65 required, CFP® preferred.
  • Two to five years’ experience in the financial services industry, preferably at an RIA.
  • Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro.
  • Proficiency in 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 writing proficiency.
  • 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 overall well‐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.

Preferred Qualifications

  • Series 65 required, CFP® preferred.
  • Experience working with financial custodians such as Schwab, TradePMR, or Fidelity. Schwab preferred.

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