Waverly Advisors, LLC · 2 weeks ago
Associate Financial Planner
Paoli, PA
Full-time
Onsite
Entry Level
1+ years expWaverly Advisors, LLC is a wealth management firm focused on serving clients and communities with a strong emphasis on financial planning. The Associate Financial Planner will provide comprehensive financial planning services, helping clients achieve their financial goals while maintaining strong client relationships and collaborating with team members.
FinanceFinancial ServicesImpact Investing
Responsibilities
Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment
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
Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate
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
Qualification
Required
CFP Certification or intention to obtain CFP Certification
Bachelor's degree in financial planning or a minimum of 1 year in financial planning or a similar role, preferably within a wealth management firm
Proficiency in Microsoft Office Suite, largely Excel
Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner
High level of professionalism
Outstanding attention to detail, organizational skills, and problem-solving
Ability to analyze large amounts of financial data and comply with GAAP
Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment
Ability to empathize and a strong desire to serve external clients and internal team
Preferred
One to three years' experience in the financial services
Experience with financial planning software such as e-Money, Money Guide Pro, or Right Capital. e-Money familiarity is strongly preferred
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.
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
Company data provided by crunchbase