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 the team in our Atlanta, GA office. The Senior Financial Planner is an essential part of the overall client experience. As an Associate Wealth Advisor, 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.

Associate Wealth Advisor Responsibilities:

• Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.
• 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 needed.
• Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.
• 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.

Travel:

• Occasional travel to meet with clients may occur.

Required Qualifications and Skills:

• Bachelor’s degree in Finance, Financial Planning, Business, or a related field.
• Three to five years’ experience performing financial planning in the financial services industry, preferably in an RIA or broker/dealer.
• Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro. EMoney experience strongly preferred.
• CFP Certification.
• Experience with Salesforce, Orion, and Schwab is strongly preferred.
• Proficiency in Microsoft Office Suite, with a special emphasis in Excel.
• 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 integrity.
• Outstanding attention to detail, organizational skills, and problem-solving abilities.
• Ability to analyze large amounts of financial data and comply with regulations.
• Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.
• Empathy and a strong desire to serve external clients and internal team members.

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 wellbeing.  

• 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.

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 experienced Client Service Associate to the team in our Atlanta, GA office. The Client Service Associate is an essential part of the Waverly Advisors team, regularly serving as the liaison between clients and advisors/financial planners, as part of our overall client experience. A successful candidate will have the ability to effectively communicate with clients and team members, excellent 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. 

Responsibilities: 

• Serves as a primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.  

• Oversee front desk operations by greeting clients, managing calls and shared inboxes, handling mail and deliveries, and maintaining a professional, client-ready office environment. 

• Provide administrative support including expense reporting, document coordination, supply and inventory tracking, and general office logistics. 

• Maintain office operations and facilities by stocking common areas, coordinating vendors and building needs, and supporting overall workplace organization and safety. 

• Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements.  

• Responds to all internal and external client requests in a timely manner.  

• Processes all documents from clients including advisory agreements, account applications or other custodial paperwork.  

• Assists in all meeting preparation including binding and preparing presentation materials.  

• Coordinates with Private Fund team on any alternative investment subscriptions and redemptions. 

• Works directly with a variety of financial custodians (Schwab and Fidelity) to establish, maintain and update all new and existing client accounts.   

• Tracks and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.  

• Tracks information sent to financial custodians for verification of receipt and completed work.  

• Assists with tracking client money movement requests and communicating that information to Advisors. 

• Notifies Wealth Advisors if trades are needed related to client money movement requests.  

• Processes Required Minimum Distributions (RMD’s) for clients on an annual basis.  

• Follows Waverly compliance policies and procedures related to client requests and other matters. 

• Administrative duties as needed. 

Qualifications and Experience:  

• Client service experience in an RIA or Broker/Dealer, strongly preferred. 

• Bachelor’s degree in Finance, Business, or a related field, or, in lieu of a college degree, 5 years of experience in financial services.  

• Experience with Schwab, Fidelity, and Pershing preferred. 

• Familiarity with portfolio accounting systems and client relationship management software is preferred.  

• Proficiency in Microsoft Office.  

Competencies and Skills:  

• Proactive, team player who values building positive relationships with clients and colleagues. 

• Detail-oriented self-starter. 

• Highly organized.  

• Strong verbal and written communication skills. 

• Can-do attitude where no task is too big or small. 

• Ability to juggle demands of multiple people and deadlines. 

• Positive attitude with a willingness to learn. 

Travel:  

• Minimal travel is required.  

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 wellbeing.  

• 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.  

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.    

The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients. The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, provide sound financial planning advice and counsel, and work closely with all members of the Waverly team to exceed client expectations. You will be expected to help grow Waverly’s business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.  

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, flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities. 

Wealth Advisor Responsibilities: 

• Builds a strong 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. 

• Develop and manage existing client relationships, including ongoing client contact and communications. 

• Actively participate in the development of new business and networking opportunities. 

• Implement financial plans for clients including coordination of estate, insurance and tax strategies.  

• Work with the firm’s investment team to incorporate clients’ investment strategies with their planning objectives.   

• Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.  

• Communicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks.  

• Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team.  

• Adheres to Waverly policies to maintain compliance with SEC regulations. 

Travel:  

• Occasional travel to client meetings or events.  

Required Qualifications and Skills:  

• Minimum 5-7 years’ experience in financial advisory services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities. 

• A self-motivated, highly driven and entrepreneurial personality.  

• Proven ability to network with prospective clients and centers of influence. 

• Possess active listening and critical thinking skills.  

• Demonstrate a client-first attitude.  

• Act as a team player, 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.  

• CFA, CFP, or CPA designation strongly preferred. 

• Series 65, CFP, or CFA required. 

Physical Requirements:  

• Prolonged periods of sitting or standing at a desk and working on a computer. 

• 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 wellbeing.  

• 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.  

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 a Business Development Officer to our growing team. The Business Development Officer will play a central role in the firm’s growth by supporting a team of advisors across several Waverly offices. This individual will own the front end of the business development pipeline, driving prospecting activity, nurturing strategic referral relationships, and helping guide prospective clients through the discovery and proposal process. This role is ideal for a highly motivated professional who combines relationship-building skills with a strong understanding of wealth advisory services, a proven track record of success, and a passion for helping others. 

Business Development Officer Responsibilities: 

Prospecting & Advisor Collaboration 

• Partner with advisors to identify and engage prospective clients through targeted outreach and strategic campaigns. 

• Qualify leads and match validated prospects with the appropriate Waverly advisor based on need, location, and specialty. 

• Assist advisors with proposal preparation, presentation materials, and support throughout the prospect-to-client journey. 

• Help implement systems to track and optimize advisor business development pipelines. 

Referral Relationship Management 

• Serve as the firm’s liaison with key localized referral sources including custodians, CPAs, estate attorneys, and other professional partners. 

• Maintain and strengthen existing referral relationships while developing new high-quality referral channels. 

• Track referral activity and support joint initiatives with external partners. 

Event Planning & Execution 

• Collaborate on the design and execution of business development events across Waverly markets in conjunction with the Marketing department, including: 

• Client-hosted referral events 

• Strategic networking events 

• Educational sessions for prospects and centers of influence 

• Manage event logistics, outreach, attendance tracking, and post-event follow-up. 

Sales Operations & Reporting 

• Maintain accurate records of pipeline activity and engagement in the firm’s CRM system. 

• Partner with Marketing and Advisor teams to ensure alignment on campaigns, materials, and messaging. 

• Report on business development KPIs and contribute to continual process improvement. 

• Support onboarding of new advisors by educating them on the firm’s growth resources. 

• Identify process improvements and technology enhancements to increase advisor efficiency and conversion rates. 

Required Qualifications and Skills:  

• Bachelor’s degree or higher in Business, Finance, Marketing or a related field.  

• 5+ years of experience in sales, business development, or relationship management within financial services, asset management, or private banking - preferably within an RIA. 

• Knowledge of financial advisory practices, including fee-based planning, client acquisition, and referral-based growth. 

• Proven ability to build trust, manage relationships, and influence decision-makers. 

• Strong communication, organizational, and interpersonal skills with the ability to work across multiple teams and locations. 

• Demonstrated track record of success in sourcing, development and closing new business. 

• Proficiency in CRM platforms (Salesforce, Redtail, etc.) and Microsoft Office suite. 

• Willingness to travel to support regional teams. 

Travel: 

• Frequent travel to Waverly locations  

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. 

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 experienced Senior Financial Planner to the team in our Atlanta, GA office. The Senior Financial Planner is an essential part of the overall client experience. As a Senior 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.

Financial Planner Responsibilities:

• Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.
• 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 needed.
• Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.
• 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.

Travel:

• Occasional travel to meet with clients may occur.

Required Qualifications and Skills:

• Bachelor’s degree in Finance, Financial Planning, Business, or a related field.
• Three to five years’ experience performing financial planning in the financial services industry, preferably in an RIA or broker/dealer.
• Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro. EMoney experience strongly preferred.
• CFP Certification.
• Experience with Salesforce, Orion, and Schwab is strongly preferred.
• Proficiency in Microsoft Office Suite, with a special emphasis in Excel.
• 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 integrity.
• Outstanding attention to detail, organizational skills, and problem-solving abilities.
• Ability to analyze large amounts of financial data and comply with regulations.
• Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.
• Empathy and a strong desire to serve external clients and internal team members.

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 wellbeing.  

• 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.