This job opening is not eligible for immigration/work visa sponsorship

POSITION SUMMARY:

The Associate Field Service Technician is responsible for maintaining retail store technologies, computer systems and peripherals, within retail store and commercial business environments. They are responsible to perform a full workload of product installation, support services and repair on Toshiba Global Commerce Solutions and non-TOSHIBA retail products and in the store systems, retail banking and SMB marketplaces (i.e., apparel stores, supermarkets, mass merchandising, specialty shops, banks, local insurance agents, CPAs, legal firms, etc.). The Associate Field Service Technician is accountable for customer satisfaction, metrics attainment and operational activities as required for the services provided.  The services include some or all the following:  whole product and/or component exchange and on-premises basic product & store equipment problem diagnosis, adjustment and/or repair.  The Associate Field Service Technician may also perform equipment refurbishment, installation, relocation, discontinuance, product level engineering and configuration changes, upgrades and/or modifications, to products using well established documentation and procedures. Candidate will work under supervision until trained and capable of working in an unsupervised fashion.

RESPONSIBILITIES:

• Operates in assigned territory and performs basic repairs and services on products, including problem determination utilizing well established, standard maintenance packages, diagnostics, reference documentation, system tools and service aids in identifying routine problems.  Is also capable of performing a basic level of diagnostics and repair but may require occasional assistance from more experienced SRs to carry out difficult product repair activities. Uses established procedures and/or instructions for repetitive and/or routine work, works on tasks individually or as a part of a team.
• May travel within assigned territory or nationally to customer locations to perform installations, relocation, discontinuance, product level engineering and configuration changes, upgrades and/or modifications to retail POS equipment.
• Effectively communicates with customers, management, peers, and team members on a timely basis regarding status of work, potential problems, customer/store management satisfaction, and to seek advice and assistance. Builds positive customer relationships with product end-user and customer project and/or store management.
• Effectively manages the situation and completes the service event in a high quality and timely manner to meet customer commitments and minimize disruptions to the customer's operation
• With assistance, plans, prioritizes, and schedules work to meet or exceed customer Service Level objectives. Arrange all travel plans in a timely cost-effective manner using company approved business tools and ability to respond to schedule changes with minimal notice. Flexibility to work varying shifts including overtime and weekends as necessary.
• Ensure installation activities are accurately documented in accordance with TOSHIBA standards and practices using automated systems and/or established reports. This includes but is not limited to air travel, call, mileage, timecards, and expense reports.
• Effectively maintain and manage trunk stock to support all customers.
• Perform other related duties as assigned.

ENVIRONMENTAL CONDITIONS:

• Driving to multiple customer locations throughout the day
• Lifting to 50 lbs. without assistance 
• Standing/Walking activities are encountered during 75% of the normal workday
• Stooping/Bending/Squatting activities are encountered on a frequent basis
• Reaching activities are conducted on a frequent and repetitive basis throughout the workday
• An individual may be required to perform twisting activities, dependent on the type of position they need to place themselves in while performing his/her job duties
• Regular use of basic hand tools (drills, screwdrivers, etc.)
• Regular air travel may be required
• An individual will at time be required to use a ladder or lift to reach devices mounted on roofs or inside on the ceiling / walls
• This job opening is not eligible for immigration/work visa sponsorship

AREAS OF EXPERTISE & SPECIAL SKILLS:

• High School Diploma with 2+ years’ experience in an Electronics field
• Must be able to travel 100% of the time, domestic and/or air travel, may be assigned to a specific local territory, but air travel may be necessary for installations or other service delivery projects outside assigned geography
• Possesses basic knowledge of personal computer technology, network infrastructure, flat panel TVs & monitors, cash registers / point-of-sale equipment, and associated retail devices to include scanners, handheld devices, kiosks, printers & other related and similar retail, and SMB product technologies
• The position requires a mechanical aptitude with competency in electricity & electronics, and the ability to properly use test equipment, basic hand tools, electronic testing equipment and electric meters
• Must possess the ability to follow written or spoken directions and to provide information in a clear and concise manner
• Good Customer Service skills are essential. Ability to multitask, prioritize assignments and work independently
• Must have good written and oral communication skills including tact and diplomacy when facing customers
• The individual must be able to recognize and understand the functional and operational use of IT signal and power cables as well as low voltage wiring systems and to perform diagnosis and repair thereof
• Self-motivated and strong work ethic
• Display high ethics and character relative to the position
• Maintain a professional demeanor, dress, and behavior
• Problem solving and Organizational skills
• Ability to work long hours as project needs dictate in a physically demanding environment
• Ability to work varying shifts including overtime and weekends as needed 

About the Company: 

Toshiba Global Commerce Solutions is a dynamic billion-dollar global company based in Research Triangle Park, NC, providing retail store solutions to your favorite brands.  Have you ever been in a hurry and made use of the self-checkout at Lowe’s Foods, earned fuel rewards at Kroger, or just paid for purchases at retailers such as Walmart, Michaels, Carrefour, The Gap, Calvin Klein, Boots, Cencosud, BJ’s, or Costco?  These are just a few examples of our in-store solutions and impressive customer base that made us the world's installed market share leader. 

The nature of retail is changing quickly, so if you share our 'Together Commerce' vision of a seamless two-way, participatory shopping experience, let’s get together to drive the new economy. 

Toshiba Global Commerce Solutions, Inc. offers a competitive salary and generous benefits package including the following:  

• Group health coverage (medical, dental, & vision)
• Employee Assistance Programs
• Pre-tax spending accounts
• 401(k) plan (with company match)
• Company provided life insurance 
• Pet Insurance
• Employee discounts
• Generous paid holiday schedule, paid vacation & sick/personal days  

EEO:

Toshiba Global Commerce Solutions is an equal opportunity/affirmative action employer that evaluates qualified applicants without regard to age, ancestry, color, religious creed, disability, marital status, medical condition, genetic information, military or veteran status, national origin, race, sex, gender, gender identity, gender expression and sexual orientation or any other protected factor. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

Individuals who need a reasonable accommodation because of a disability for any part of the employment process should email benefits@toshibagcs.com to request an accommodation

DIVERSITY, EQUITY & INCLUSION: 

We at Toshiba Global Commerce Solutions firmly believe that our people are an integral part to the success of our customers. Furthermore, we’re committed to Diversity, Equity, and Inclusion for all our people as highlighted by our 5 Core Principles (Create Outreach, Foster Belonging, Unleash Opportunity, Diverse Cultural Engagement and Culture of Transparency).  We’re passionate about our customers the retail industry and becoming a more responsible company as we help create a brighter future.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

#remote

This job opening is not eligible for immigration/work visa sponsorship

POSITION SUMMARY:

The Associate Field Service Technician is responsible for maintaining retail store technologies, computer systems and peripherals, within retail store and commercial business environments. They are responsible to perform a full workload of product installation, support services and repair on Toshiba Global Commerce Solutions and non-TOSHIBA retail products and in the store systems, retail banking and SMB marketplaces (i.e., apparel stores, supermarkets, mass merchandising, specialty shops, banks, local insurance agents, CPAs, legal firms, etc.). The Associate Field Service Technician is accountable for customer satisfaction, metrics attainment and operational activities as required for the services provided.  The services include some or all the following:  whole product and/or component exchange and on-premises basic product & store equipment problem diagnosis, adjustment and/or repair.  The Associate Field Service Technician may also perform equipment refurbishment, installation, relocation, discontinuance, product level engineering and configuration changes, upgrades and/or modifications, to products using well established documentation and procedures. Candidate will work under supervision until trained and capable of working in an unsupervised fashion.

RESPONSIBILITIES:

• Operates in assigned territory and performs basic repairs and services on products, including problem determination utilizing well established, standard maintenance packages, diagnostics, reference documentation, system tools and service aids in identifying routine problems.  Is also capable of performing a basic level of diagnostics and repair but may require occasional assistance from more experienced SRs to carry out difficult product repair activities. Uses established procedures and/or instructions for repetitive and/or routine work, works on tasks individually or as a part of a team.
• May travel within assigned territory or nationally to customer locations to perform installations, relocation, discontinuance, product level engineering and configuration changes, upgrades and/or modifications to retail POS equipment.
• Effectively communicates with customers, management, peers, and team members on a timely basis regarding status of work, potential problems, customer/store management satisfaction, and to seek advice and assistance. Builds positive customer relationships with product end-user and customer project and/or store management.
• Effectively manages the situation and completes the service event in a high quality and timely manner to meet customer commitments and minimize disruptions to the customer's operation
• With assistance, plans, prioritizes, and schedules work to meet or exceed customer Service Level objectives. Arrange all travel plans in a timely cost-effective manner using company approved business tools and ability to respond to schedule changes with minimal notice. Flexibility to work varying shifts including overtime and weekends as necessary.
• Ensure installation activities are accurately documented in accordance with TOSHIBA standards and practices using automated systems and/or established reports. This includes but is not limited to air travel, call, mileage, timecards, and expense reports.
• Effectively maintain and manage trunk stock to support all customers.
• Perform other related duties as assigned.

ENVIRONMENTAL CONDITIONS:

• Driving to multiple customer locations throughout the day
• Lifting to 50 lbs. without assistance 
• Standing/Walking activities are encountered during 75% of the normal workday
• Stooping/Bending/Squatting activities are encountered on a frequent basis
• Reaching activities are conducted on a frequent and repetitive basis throughout the workday
• An individual may be required to perform twisting activities, dependent on the type of position they need to place themselves in while performing his/her job duties
• Regular use of basic hand tools (drills, screwdrivers, etc.)
• Regular air travel may be required
• An individual will at time be required to use a ladder or lift to reach devices mounted on roofs or inside on the ceiling / walls
• This job opening is not eligible for immigration/work visa sponsorship

AREAS OF EXPERTISE & SPECIAL SKILLS:

• High School Diploma with 2+ years’ experience in an Electronics field
• Must be able to travel 100% of the time, domestic and/or air travel, may be assigned to a specific local territory, but air travel may be necessary for installations or other service delivery projects outside assigned geography
• Possesses basic knowledge of personal computer technology, network infrastructure, flat panel TVs & monitors, cash registers / point-of-sale equipment, and associated retail devices to include scanners, handheld devices, kiosks, printers & other related and similar retail, and SMB product technologies
• The position requires a mechanical aptitude with competency in electricity & electronics, and the ability to properly use test equipment, basic hand tools, electronic testing equipment and electric meters
• Must possess the ability to follow written or spoken directions and to provide information in a clear and concise manner
• Good Customer Service skills are essential. Ability to multitask, prioritize assignments and work independently
• Must have good written and oral communication skills including tact and diplomacy when facing customers
• The individual must be able to recognize and understand the functional and operational use of IT signal and power cables as well as low voltage wiring systems and to perform diagnosis and repair thereof
• Self-motivated and strong work ethic
• Display high ethics and character relative to the position
• Maintain a professional demeanor, dress, and behavior
• Problem solving and Organizational skills
• Ability to work long hours as project needs dictate in a physically demanding environment
• Ability to work varying shifts including overtime and weekends as needed 

About the Company: 

Toshiba Global Commerce Solutions is a dynamic billion-dollar global company based in Research Triangle Park, NC, providing retail store solutions to your favorite brands.  Have you ever been in a hurry and made use of the self-checkout at Lowe’s Foods, earned fuel rewards at Kroger, or just paid for purchases at retailers such as Walmart, Michaels, Carrefour, The Gap, Calvin Klein, Boots, Cencosud, BJ’s, or Costco?  These are just a few examples of our in-store solutions and impressive customer base that made us the world's installed market share leader. 

The nature of retail is changing quickly, so if you share our 'Together Commerce' vision of a seamless two-way, participatory shopping experience, let’s get together to drive the new economy. 

Toshiba Global Commerce Solutions, Inc. offers a competitive salary and generous benefits package including the following:  

• Group health coverage (medical, dental, & vision)
• Employee Assistance Programs
• Pre-tax spending accounts
• 401(k) plan (with company match)
• Company provided life insurance 
• Pet Insurance
• Employee discounts
• Generous paid holiday schedule, paid vacation & sick/personal days  

EEO:

Toshiba Global Commerce Solutions is an equal opportunity/affirmative action employer that evaluates qualified applicants without regard to age, ancestry, color, religious creed, disability, marital status, medical condition, genetic information, military or veteran status, national origin, race, sex, gender, gender identity, gender expression and sexual orientation or any other protected factor. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

Individuals who need a reasonable accommodation because of a disability for any part of the employment process should email benefits@toshibagcs.com to request an accommodation

DIVERSITY, EQUITY & INCLUSION: 

We at Toshiba Global Commerce Solutions firmly believe that our people are an integral part to the success of our customers. Furthermore, we’re committed to Diversity, Equity, and Inclusion for all our people as highlighted by our 5 Core Principles (Create Outreach, Foster Belonging, Unleash Opportunity, Diverse Cultural Engagement and Culture of Transparency).  We’re passionate about our customers the retail industry and becoming a more responsible company as we help create a brighter future.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

#remote

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.   

Waverly Advisors is seeking a Director of Client Relations & Negotiations to join our growing RIA. This role may sit in any of our locations, with a strong preference for candidates located in Birmingham. This role plays a critical part in supporting high-net-worth clients by negotiating favorable terms for major purchases such as vehicles, luxury assets, and other significant transactions. The position combines financial analysis, negotiation expertise, and relationship management to deliver exceptional value and enhance the overall client experience. 

Director of Client Relations & Negotiations Responsibilities: 

• Act as a trusted client advocate by representing clients in negotiations with vendors, dealerships, and service providers to obtain the best price. 

• Serve as a subject matter expert on financing and leasing strategies, advising clients on loan structures, lease options, interest rate considerations, and cash flow impact and debt. 

• Conduct market research on pricing trends, vendor offerings, and industry benchmarks to secure competitive terms. 

• Assist clients with documentation, financing arrangements, and post-purchase follow-up to ensure a seamless experience. 

• Build and maintain strong relationships with vendors and strategic partners to support efficient and favorable future negotiations. 

• Analyze financing alternatives and structure lending and leasing solutions that align with clients’ liquidity needs, tax considerations, and long-term financial plans. 

• Review and assist with loan and lease documentation, ensuring accuracy, completeness, and alignment with client objectives. 

• Collaborate closely with advisors, compliance teams, and external partners to ensure transactions meet regulatory and fiduciary standards. 

Required Qualifications and Skills: 

• Bachelor’s degree in Finance, Business, or a related field; MBA preferred. 

• 3+ years of experience in financial services, auto finance, or luxury asset acquisition. 

• Strong understanding of loan and lease structures, credit analysis, and interest rate mechanics. 

• Strong negotiation, communication, and client relationship management skills. 

• Excellent analytical, organizational, and client communication skills. 

• High attention to detail with the ability to manage multiple transactions simultaneously. 

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. 

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 Trader to the team. The ideal candidate will possess strong computer and analytical skills and a willingness to contribute to a team. This role works closely with portfolio managers, advisors, and operations to maintain the integrity of trading workflows and contribute to the overall investment process. A successful candidate will have the ability to effectively communicate with 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, and promptness are necessary in all tasks and responsibilities. 

Trader Responsibilities: 

• Primary responsibility for the trading functions within the firm as part of the trading team, including trading mutual funds, equities, options, and individual bonds in client accounts to ensure adherence with our recommended model portfolios.
• Analyze, create, and execute trades in client portfolios to bring into alignment with investment allocations.
• Process simple and complex tax trading requests for gain/losses at advisors’ requests.
• Monitor market conditions and execute trades in a timely and efficient manner.
• Work closely with the operations team to resolve trade-related issues and discrepancies. 
• Proactively analyze clients’ portfolio allocation to determine if they are within tolerance bands.  
• Audit client transactions, fees, cash balances, and securities to ensure compliance with firm policies.
• Utilize trading platforms, order management systems, and other financial tools to execute trades.
• Ensure adherence to internal controls, compliance requirements, and regulatory standards (e.g., SEC, FINRA).
• Participate in continuous process improvement efforts and support implementation of trading system enhancements.
• Maintain accurate records of trades and transactions.
• Run weekly reports for advisors.  

Travel:  

• No travel is required.  

Qualifications and Experience:  

• One to three years of industry experience, strongly preferred, particularly within an RIA.  
• Eclipse experience, preferred. 
• Experience working in a Portfolio Management System, Orion or Black Diamond preferred.  
• Bachelor’s degree in Finance, Economics, Accounting, Data Analytics or a related field.
• Options trading experience, preferred.
• Experience with portfolio rebalancing and tax loss harvesting.  
• Strong proficiency in MS Office, particularly Excel.  
• Ability to work both independently and in a team environment.  
• Series 65 preferred. Willingness to obtain Series 65 within 12 months if not already certified.  
• Experience with financial analysis software such as Bloomberg or Morningstar, preferred.
• Detail-oriented self-starter with problem solving ability, adaptability, and flexibility.  
• Desire to work in a fast-paced, high growth company.  
• Excellent interpersonal skills
• A genuine desire to serve with excellence. 

Physical Requirements:  

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 15 pounds at times 

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.   

Waverly Advisors is seeking a Transaction Manager to join our growing RIA. This role may sit in any of our locations, with a strong preference for candidates located in Birmingham. This role plays a critical part in supporting high-net-worth clients by negotiating favorable terms for major purchases such as vehicles, luxury assets, and other significant transactions. The position combines financial analysis, negotiation expertise, and relationship management to deliver exceptional value and enhance the overall client experience. 

Transaction Manager Responsibilities: 

• Act as a trusted client advocate by representing clients in negotiations with vendors, dealerships, and service providers to obtain the best price. 

• Serve as a subject matter expert on financing and leasing strategies, advising clients on loan structures, lease options, interest rate considerations, and cash flow impact and debt. 

• Conduct market research on pricing trends, vendor offerings, and industry benchmarks to secure competitive terms. 

• Assist clients with documentation, financing arrangements, and post-purchase follow-up to ensure a seamless experience. 

• Build and maintain strong relationships with vendors and strategic partners to support efficient and favorable future negotiations. 

• Analyze financing alternatives and structure lending and leasing solutions that align with clients’ liquidity needs, tax considerations, and long-term financial plans. 

• Review and assist with loan and lease documentation, ensuring accuracy, completeness, and alignment with client objectives. 

• Collaborate closely with advisors, compliance teams, and external partners to ensure transactions meet regulatory and fiduciary standards. 

Required Qualifications and Skills: 

• Bachelor’s degree in Finance, Business, or a related field; MBA preferred. 

• 3+ years of experience in financial services, auto finance, or luxury asset acquisition. 

• Strong understanding of loan and lease structures, credit analysis, and interest rate mechanics. 

• Strong negotiation, communication, and client relationship management skills. 

• Excellent analytical, organizational, and client communication skills. 

• High attention to detail with the ability to manage multiple transactions simultaneously. 

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. 

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.   

Waverly Advisors is seeking an Estate Planning Consultant to join our growing, multi-state RIA, with a strong preference for candidates based in Birmingham, AL. This role works closely with Wealth Advisors and Senior Estate Planning Consultants to review, coordinate, and implement estate planning strategies, with a primary focus on detailed document analysis and implementation support. The position also coordinates with clients and outside estate planning attorneys to ensure documents are accurate, complete, and aligned with client intent, and does not provide legal advice. 

Estate Planning Consultant Responsibilities: 

• Review estate planning documents, including wills, trusts, powers of attorney, and beneficiary designations, to ensure alignment with client goals and planning strategies. 

• Prepare detailed estate plan summaries, flowcharts, and implementation checklists for internal and client use. 

• Identify inconsistencies, outdated provisions, or gaps in estate planning documents and escalate findings to senior planning staff. 

• Coordinate with estate planning attorneys to track document drafts, revisions, and execution. 

• Assist with estate plan implementation, including account titling reviews and beneficiary alignment. 

• Maintain accurate and organized estate planning records in CRM and document management systems. 

• Support ongoing estate plan maintenance by monitoring life events, asset changes, and planning updates. 

• Collaborate with Wealth Advisors to integrate estate planning with broader financial planning strategies.  

Required Qualifications and Skills: 

• Bachelor’s degree in Finance, Business, Legal Studies or a related field;  

• 5-10 years of experience in estate planning, financial planning, trust administration, or wealth management. 

• Working knowledge of estate tax laws across five or more states. 

• Experience working in or with an RIA, law firm, trust company, or financial advisory firm.  

• High attention to detail with strong organizational and analytical skills. 

• Excellent written and verbal communication skills. 

• Ability to manage multiple priorities and work independently while collaborating with senior team members.  

Travel: 

• Minimal travel 

Physical Requirements: 

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

• Must be able to lift 15 pounds at times. 

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. 

ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Interacts professionally and timely with internal and external clients via email, phone and in-person
• Financial Strategy
• Leads complex technical work and strategic financial consulting regarding employee benefit plans
• Communicates technical analysis to clients regarding cost projections, savings opportunities, and proper risk management
• Drives local process improvements and supports innovation
• Marketing/RFPs
• Prepares and manages RFP for all self-funded TPA and stop loss submissions to market with Client Executive direction
• Collects, manages, and reviews proposals on self-funded TPA and stop loss marketing events
• Updates marketing results into spreadsheet ensuring accuracy to be used internally and in client presentation
• Renewals
• Initiates review of fully insured medical, and self-funded TPA and stop loss renewals, including plans, cost, contributions and contract terms
• Leads recommendations to client regarding renewal analysis
• Utilizes actuarial models to assess changes to risk and plan structure
• Partnership & Negotiation
• Negotiates with carriers based on client’s targeted goals
• Maintains ongoing relationships with carrier and vendor partners
• Underwriting & Analysis
• Provides analysis for benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis
• Provides and communicates underwriting cost projections for self-funded medical/Rx, dental, and vision products.
• Develops and communicates self-funded IBNP analysis to client
• Assesses proper risk and funding structures such as fully insured vs. self-funded analysis, and presents findings to client to align with client goals
• Reporting
• With minimal guidance, analyzes data for inconsistencies and trends
• Provides a written and oral summary of findings to Client Executive, and directs strategic considerations for managing cost
• Builds and customizes reports to fit client needs
• Presentation
• Prepares client presentations and presents in front of client with as part of team with Client Executive, Client Manager, and various subject matter experts.
• Training & Mentorship
• Provides mentorship to analysts and performs technical review of work
• Serves as a subject matter expert for specific financial strategy functions, and leads local process improvements
• Serves as experienced peer reviewer, ensuring standards of practice and work quality standards are met

REQUIRED EXPERIENCE AND SKILLS include but are not limited to:

• 6+ years of similar or related experience
• Prefer college graduate, 4-year degree or equivalent experience
• Proficiency with MS Office Suites
• Attains Life and Health license & maintains through continuing education requirements
• Limited travel required (less than 25%)
• Understands concepts of underwriting and actuarial computations
• Analyzes and interprets data
• Effectively manages multiple projects while meeting timelines
• Ability to be firm and persuasive when needed, while maintaining good relationships
• Handles confidential information with tact and discretion

#LI-JS1