Waverly Advisors, LLC · 1 day ago
Associate Wealth Advisor
Portland, OR
Full-time
Onsite
Mid, Senior Level
3+ years expWaverly Advisors, LLC is a wealth management firm focused on serving clients with in-depth financial planning. The Associate Wealth Advisor plays a crucial role in supporting high-net-worth clients by assisting experienced Wealth Advisors with operational needs, managing client relationships, and participating in the advanced planning process.
FinanceFinancial ServicesImpact Investing
Responsibilities
Facilitates the client consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings
Supports Wealth Advisors in business development while driving their own efforts to generate organic growth
Executes client requests, updates client information, and follows up on open items for advisors and clients
Builds a strong wealth management acumen with an 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
Prepares client meeting materials and attends client and/or prospect meetings
Collaborates with financial planners and wealth advisors to develop financial plans that assist clients to understand their financial picture and develop strategies to achieve their goals
Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with Wealth Advisors and our internal trading team
Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed
Provides diligent documentation of client communication and utilizes CRM software
Serves day-to-day client needs and collaborates with team members to ensure the highest level of service
Provides on-demand and scheduled reports to advisors and clients, as requested
Participates in and contributes to team meetings, as assigned
Reviews quarterly reports for accuracy
Tracks and completes any special projects throughout the year as needed
Manages client onboarding process and facilitates new account paperwork with client service team
Utilizes various custodial platforms such as Schwab, Fidelity and Pershing to help maintain client accounts as needed
Qualification
Required
Bachelor's Degree required preferably in Finance, Business, economics, or a related field
At least one of the following designations: CFA® or CFP®
Three to seven years' experience in the financial services industry, preferably at an RIA
Advanced experience utilizing financial planning software, with a strong preference for RightCapital
Proficiency in a CRM such as Salesforce
Experience working with financial custodians such as Schwab, Pershing, or Fidelity
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
Can-do attitude where no task is too big or small
Proficient with Microsoft Office suite
Benefits
Health, Dental, and Vision benefit options
401K
Twelve paid holiday days per year
Extra vacation day on your birthday week
Three weeks of PTO, increasing to four weeks after three years of service, and five weeks after eight years of service
Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us
Company
Waverly Advisors, LLC
Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$30.05M2023-07-25Private Equity· $30.05M
Leadership Team
Josh Reidinger
Chief Executive Officer
Heath Echols
Chief Technology Officer
Recent News
2025-12-03
Mergers & Acquisitions
2025-11-07
Company data provided by crunchbase