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Network Administrator

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 Network Administrator to our team in our Birmingham, Alabama office. The Network Administrator is responsible for supporting and maintaining the organization’s Cloud only approach. This includes tasks such as installing and configuring hardware and software, troubleshooting network problems, and providing end user support. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.

Junior Network Administrator Responsibilities:

• Install and configure hardware and software for the company’s computer networks including Office 365 and Azure Active Directory.
• Troubleshoot network problems and identify and resolve network security issues.
• Provide end user support for the company’s computer networks, including Office 365 administration.
• Document network configurations and procedures.
• Stay up-to-date on the latest technologies and trends.

Travel:

• Some travel between Waverly offices is required.

Required Qualifications and Skills:

• Associate’s Degree in Computer Science or related field
• One to two years of experience in Office 365, Intune, & Azure Active Directory
• Experience in Windows Autopilot
• Experience in DNS, DNSSEC, DKIM
• Experience in Powershell and Microsoft Graph API a plus
• Strong problem-solving and troubleshooting skills
• Excellent written and verbal communication skills.
• Outstanding attention to detail, organizational skills, and problem-solving abilities
• Self-motivated and proactive, with the ability to work independently as well as collaboratively in a team environment
• A strong desire to serve external clients and internal team members

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 35 pounds at times
• Must be able to access and navigate each department at the organization’s facilities

Benefits:

• Health, Dental, and Vision benefit options
• 401K
• Nine paid holiday days per year, plus two floating holidays
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly)
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed
• Compensation commensurate with experience

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].

Apply Now

Human Resources Generalist

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 Human Resources Generalist to our team in our Birmingham, Alabama office. The Human Resources Generalist will assist the Human Resources Manager in supporting Waverly employees across multi-state offices in the areas of recruiting and onboarding, training and development, benefits and compensation, employee relations, compliance, administration, and various projects and initiatives. The ideal candidate will have a passion for serving others, exhibit drive and initiative, possess a team mindset, and a have desire to positively impact the community.

Human Resources Generalist Responsibilities:

• Full-cycle recruiting including creating job postings, sourcing candidates, conducting initial screening interviews, and coordinating employee onboarding.
• Manage training for new and existing employees, including the development of training materials and resources.
• Maintain accurate employee records and HR databases.
• Track continuous education efforts for employees with professional certifications.
• Support the Human Resources Manager in efforts related to ongoing acquisitions.
• Conduct background checks and employment verifications as needed.
• Assist with semi-monthly payroll preparation as needed.
• Address employee inquiries related to HR policies and procedures.
• Aid employees in understanding their benefits packages and resolving any related issues.

Required Qualifications and Skills:

• Bachelor’s Degree in Human Resources, Business Administration, or a related field.
• Proficiency in HRIS software and Microsoft Office suite.
• At least one year experience working in human resources.
• Excellent written and verbal communication skills.
• Outstanding attention to detail, organizational skills, and problem-solving abilities
• Self-motivated and proactive, with the ability to work independently as well as collaboratively in a team environment.
• A strong desire to serve internal team members.

Preferred Qualifications:

• At least one year experience with full-cycle recruiting strongly preferred.
• At least one year experience designing and executing employee training programs.
• Experience working in professional services.

Travel:

• Some travel between Waverly offices may be required.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Must be able to access and navigate each department at the organization’s facilities.

Benefits:

• Health, Dental, and Vision benefit options.
• 401K
• Nine paid holiday days per year, plus two floating holidays.
• Extra vacation day on your birthday week.
• Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly).
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed.
• Compensation commensurate with experience.

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].

Apply Now

Accounting Coordinator (Part-Time)

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 part-time Accounting Coordinator to our team in our Birmingham, Alabama office. The Accounting Coordinator will assist the Finance Team in ensuring that incoming payments are accurately recorded, processed, and collected in a timely manner. The role requires strong attention to detail, excellent organizational skills, and the ability to communicate effectively.

Accounting Coordinator Responsibilities:

• Support the CFO and Controller with internal accounting duties.
• Post and update cash receipts to the system.
• Oversee accounts receivable balances.
• Identify delinquent accounts and research discrepancies.
• Contact and resolve discrepancies with clients.
• Communicate deduction and short-payment issues to the Controller.
• Review and balance Accounts Receivable Detailed Sub-Ledger to the General Ledger.
• Special projects as assigned by the Controller or CFO.
• Maintain accurate and organized records of all accounts receivable transactions and correspondence with clients.
• Assist with bookkeeping as needed.
• Run aging analysis and other reports as needed.

Required Qualifications and Skills:

• Associate’s Degree or higher in Accounting, Business Administration, or related field.
• Highly proficient in Microsoft Excel.
• At least one year experience with accounts receivable and/or bookkeeping.
• Excellent written and verbal communication skills.
• Outstanding attention to detail, organizational skills, and problem-solving abilities.
• Self-motivated and proactive, with the ability to work independently as well as collaboratively in a team environment.

Preferred Qualifications:

• Bachelor’s degree or higher in Accounting or related field.
• Experience with general bookkeeping, bank reconciliation, and monthly general ledger entries and month end close is highly preferred.
• Experience working in financial services.

Travel:

• No travel is required.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Must be able to access and navigate each department at the organization’s facilities.

Benefits:

• Compensation commensurate with experience.
• Flexible Schedule

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].

Apply Now

Financial Planner

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 Financial Planner to our soon to be acquired team (merger to be completed mid-October) in our St. Petersburg, FL office. The Financial Planner is an essential part of the overall client experience.  As a Financial Planner, 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.

Financial Planner 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
• A minimum of 1 year in a financial planning or similar role, preferably within a wealth management firm
• Proficiency in Microsoft Office Suite, with a special emphasis in 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 and integrity
• Outstanding attention to detail, organizational skills, and problem-solving abilities
• Ability to analyze large amounts of financial data and comply with regulations
• 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 members

Preferred Qualifications and Skills:

• One to five years’ experience in the financial services industry
• Experience with financial planning software such as Money Guide Pro, e-Money, or Right Capital. Money Guide Pro experience strongly preferred.
• CFP Certification strongly preferred; if CFP is not held currently, willingness to obtain CFP Certification
• Experience with RedTail and Riskalyze strongly preferred

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 15 pounds at times
• Must be able to access and navigate each department at the organization’s facilities

Benefits:

• Health, Dental, and Vision benefit options
• 401K
• Nine paid holiday days per year, plus two floating holidays
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly)
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed
• Compensation commensurate with experience

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].