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:  

• Periodic travel to client meetings or events, occasionally out-of-state.  

Required Qualifications and Skills:  

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

• Ability to work in-office 4-5 days a week for the first 2 years of employment.  

• 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.  

• CFP 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 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.  

Are you the type of paralegal who takes ownership of your cases and ensures every detail is handled correctly the first time?

Do you thrive in a fast-paced legal environment where strong drafting, organization, and accountability make the difference between a case running smoothly and falling apart?

Are you someone who takes pride in your craft — someone who notices issues before they become problems and solves them without needing constant direction?

Final question: When faced with a challenge, do you get excited or run away?

** IMPORTANT: TO APPLY **

If you have any questions, please email recruit@crisp.co only.

• Please do not reach out through our website's contact information (telephone, email, or web chat) or via direct messaging on any social media platform.

To Apply: Submit your application by clicking the "Apply" button and applying on the Crisp Recruit page that opens.

**RECRUITERS DO NOT CONTACT**

At Lopez Law Group, we are committed to providing top-tier legal services with a focus on integrity, professionalism, and client empowerment. Based in St. Petersburg, Florida, our team is dedicated to delivering exceptional and affordable legal solutions to individuals and families facing a wide range of legal challenges. We take pride in offering comprehensive support and personalized guidance to help our clients navigate even the most complex matters with confidence.

With that being said, we are looking for a dedicated Paralegal to join our team. As a vital member of our firm, you will work closely with our lead attorneys—reporting directly to senior management—to manage case files, draft legal documents, and perform comprehensive legal research. This role is critical in ensuring that our legal operations are executed with precision and consistency.

We are seeking not only a skilled professional but also someone who is committed to a long-term career with our organization. If you are looking for a stable opportunity where you can grow and contribute over the years, we want to hear from you.

Case Management:

• Maintain accurate case activity, deadlines, and task management within PracticePanther, ensuring all filings, communications, and case milestones are properly documented.
• Support attorneys in managing civil litigation matters by preparing filings, organizing discovery materials, coordinating deadlines, and ensuring cases move forward without unnecessary delays.
• Manage cases from early stages through resolution by maintaining organization, documentation, and workflow discipline.
• Track and enter billable time consistently and accurately, maintaining disciplined timekeeping practices aligned with the firm’s performance expectations.
• Coordinate with attorneys, clients, opposing counsel, and court personnel to ensure filings, deadlines, and case developments are properly communicated and documented.

Legal Drafting & Documentation:

• Draft pleadings, motions, discovery requests and responses, subpoenas, and other litigation documents with a strong attention to detail.
• Prepare exhibits, affidavits, and supporting documentation required for filings and hearings.
• File documents through the Florida E-Filing Portal accurately and in compliance with court requirements.

Legal Research:

• Conduct legal research using tools such as LexisNexis or similar legal research platforms.
• Properly cite legal authority and summarize relevant case law to assist attorneys in case preparation and litigation strategy.

Client Communication & File Support:

• Maintain consistent communication with clients to gather documentation and provide updates as needed.
• Ensure case files remain organized, current, and easily accessible for attorneys and staff.

Deadline & Workflow Management:

• Track and manage litigation deadlines, hearings, discovery responses, and case milestones.
• Maintain strong organization across multiple active files and ensure nothing falls through the cracks.

Professional Ownership & Accountability:

• Take responsibility for the quality and accuracy of your work product.
• Identify potential issues in case files, deadlines, or documentation early and bring solutions or corrective actions forward before problems escalate.
• Approach your work as a steward of the firm’s reputation and legal standards.

What We’re Looking For:

Experience:

• 3–5 years of experience working as a paralegal in a law firm environment.
• Experience working within legal case management systems such as PracticePanther or similar and Lead Docket or similar, with the ability to manage tasks, deadlines, and case information accurately.
• Experience supporting civil litigation matters (including discovery, motion practice, and court filings) is strongly preferred but not required for the right candidate.
• Ability to manage a high-volume caseload (often 40–80 active matters) while maintaining organization, accuracy, and deadline discipline
• Documented paralegal certification strongly preferred.

Litigation Drafting Ability:

• Strong legal writing skills with experience drafting pleadings, motions, discovery responses, and other litigation documents.

Attention to Detail:

• Exceptional attention to detail and the ability to maintain accuracy across multiple case files and deadlines.

Ownership Mentality:

• A self-starter who takes initiative, works independently, and does not require constant direction.

Analytical Thinking:

• Strong ability to review case materials, identify important facts, and ensure documentation is accurate and complete.

Organization & Time Management:

• Ability to manage a high-volume caseload while maintaining organization, prioritization, and accuracy.

Communication Skills:

• Clear and professional written and verbal communication with clients, attorneys, and court personnel.

Professional Discipline:

• Calm, focused, and reliable under pressure, with a commitment to producing high-quality legal work.

Why You Should Work Here:

• Comprehensive Benefits: Enjoy health insurance, 401(k) matching up to 4%, three weeks of PTO annually, and more.
• Ownership and Responsibility: We trust our team members to take ownership of their work. As a Litigation Paralegal, you will have the autonomy to manage case files, maintain deadlines, and contribute meaningfully to the success of the legal team.
• A Professional, Growth-Oriented Environment: Join a firm that values professionalism, accountability, and continuous improvement. You will work alongside experienced attorneys in an environment that encourages strong work ethic, skill development, and pride in producing high-quality legal work.
• Meaningful Legal Work: At Lopez Law Group, your work directly impacts real cases and real clients. You will play an active role in managing litigation files, drafting critical legal documents, and helping attorneys move cases forward with precision and discipline.

Joining The Lopez Law Group means becoming part of a firm that values professionalism, accountability, and pride in the craft of legal work. As a Litigation Paralegal, you will play a key role in ensuring cases are managed with precision, discipline, and attention to detail. This is an opportunity to take real ownership of your work while contributing meaningfully to the success of the legal team and the outcomes achieved for clients.