Atlanta, Georgia
We are looking to add an Associate Wealth Advisor to our team in Atlanta, Georgia. The Associate Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service and outstanding operational support.
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 our team in our Atlanta, GA office. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Associate Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. 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 and flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities.
Associate Wealth Advisor Responsibilities:
Travel:
Required Qualifications and Skills:
Preferred Qualifications and Skills:
Physical Requirements:
Benefits:
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.
Interested in applying?
If you believe you would be a good fit for our team and would like to be considered for this position, please send a resume and cover letter with salary requirements to Human Resources at [email protected].
Birmingham, AL
The Operations Manager will be responsible for overseeing and optimizing the daily operations of the firm to ensure efficiency, compliance, and exceptional client service. This role involves managing workflows, technology platforms, compliance procedures, and administrative functions to support Waverly’s strategic objectives.
Operations Manager
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 Operations Manager to the team in our Birmingham, AL office. The ideal candidate will possess strong leadership and organizational skills and a passion for serving others. The Operations Manager will be responsible for overseeing and optimizing the daily operations of the firm to ensure efficiency, compliance, and exceptional client service. This role involves managing workflows, technology platforms, compliance procedures, and administrative functions to support Waverly’s strategic objectives. The Operations Manager will work closely with leadership, advisors, and staff to enhance operational effectiveness and maintain a high standard of service. This position works with senior management to resolve high impact issues requiring urgent and immediate resolution.
Responsibilities:
Travel:
Qualifications and Experience:
Physical Requirements:
Benefits:
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.
Interested in applying?
If you believe you would be a good fit for our team and would like to be considered for this position, please apply via LinkedIn.
We are looking to add a Trade Desk Manager to the Waverly team. The ideal candidate will have experience in portfolio trading, strong analytical skills, and a keen understanding of financial markets. The Trade Desk Manager will be responsible for overseeing the execution and management of all trading activities, including executing trades for client portfolios, overseeing trade compliance, managing risk, and ensuring smooth communication between the portfolio management and operations teams.
Apply Now
Trade Desk Manager
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 a Trade Desk Manager to the Waverly team. The ideal candidate will have experience in portfolio trading, strong analytical skills, and a keen understanding of financial markets. The Trade Desk Manager will be responsible for overseeing the execution and management of all trading activities, including executing trades for client portfolios, overseeing trade compliance, managing risk, and ensuring smooth communication between the portfolio management and operations teams.
Responsibilities:
Travel:
Qualifications and Skills:
Physical Requirements:
Benefits:
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.
Interested in applying?
If you believe you would be a good fit for this position and would like to be considered,
please email Waverly’s HR Coordinator Sue Roberts at [email protected].
“The guiding principle behind our culture and everything we do is ‘Serve.’ It is the reason we go to work every day. As we have served our clients, one another, and our communities, we have enjoyed exponential growth. Our advisors are deeply entrenched in their communities and continue to develop and maintain strong relationships. We have a wholehearted commitment to be a strict, fee-only fiduciary always acting in the best interest of our clients.”
– Josh Reidinger, CEO
At Waverly our intern program will introduce participants to many facets of our firm’s financial planning, operations, and investment departments, as they work on special projects. From our perspective, a successful internship will be one which provides the intern a good base knowledge of our business, gives the intern opportunities to learn, grow, and ask questions, and aids various Waverly team members over the course of the internship. Our goal is for this experience to supplement the intern’s education and for the intern to leave our firm with a good understanding of a career in wealth management.
“In August 2021, I began my freshman year at the University of Alabama, full of excitement for what lay ahead and open to exploring various paths. While I’d always been intrigued by business and finance, I wasn’t entirely certain which career direction would align best with my skills. During my time on campus, I joined an investment management group that sparked my interest in the markets. As my sophomore year came to a close, I knew in order to be successful I would need real-world experience and a deeper understanding of the industry. I was fortunate enough to have the chance to interview and subsequently intern with Waverly Advisors over the summer. Throughout these experiences, I consistently admired the firm’s team for their genuine kindness, dedication, and care.
Throughout my tenure with the firm, I had the opportunity to delve into every aspect of their operations. I not only observed their day-to-day workings but also engaged in meaningful projects that contributed to both the firm’s goals and their clients’ needs. Consequently, I developed a comprehensive understanding of each role and how they interconnect. From the very start of my interaction with Waverly, my expectations for the summer were high, and I’m pleased to say that those expectations were consistently exceeded. I’m truly grateful for the privilege of spending two months with such an outstanding firm, one that truly embodies fiduciary responsibility. My time with the Waverly Advisors team has been an invaluable experience, full of knowledge I will take with me for the rest of my career, alongside a dedicated team of individuals who supported me every step of the way.”
Testimonial by Caroline Long
As we strive to be a leader in our industry, Waverly finds value in participating in the top award & rankings competitions, proving to ourselves, our clients and our peers that we are a firm to watch.
Our team is our voice. Whether you are a new partner firm making the transition to become part of Waverly or a long-term team member; you know that when we speak culture we mean every word. These testimonials give you a sneak peak of what it means to be part of Waverly.