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 the team in our Pensacola, FL office. The Associate Wealth Advisor 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. …