Atlanta, GA | Austin, TX | Colorado Springs, CO | Birmingham, AL | Lakeland, FL | St. Petersburg, FL | Tampa, FL
The ideal candidate will possess strong computer and analytical skills and a passion for investments. We are looking for an individual with an interest in data analysis and a desire to develop skills and contribute to a team.
Associate Investment Analyst
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 Investment Analyst to our Investment Team. The ideal candidate will possess strong computer and analytical skills and a passion for investments. We are looking for an individual with an interest in data analysis and a desire to develop skills and contribute to a 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, and promptness are necessary in all tasks and responsibilities.
Skills & Responsibilities:
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.
“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
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.