Waverly Advisors, LLC · 6 hours ago
Wealth Advisor
Jackson, MS
Full-time
Onsite
Senior Level
5+ years expWaverly Advisors, LLC is a wealth management firm focused on serving high-net-worth clients with comprehensive financial planning. The Wealth Advisor plays a crucial role in managing client relationships, providing financial advice, and contributing to business development opportunities.
FinanceFinancial ServicesImpact Investing
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
Qualification
Required
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
Series 65 or CFP required
Preferred
CFA, CFP, or CPA designation strongly preferred
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
Compensation commensurate with experience
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
Business Wire
2026-02-03
2026-02-03
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