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Staff Accountant

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 Staff Accountant to the team in our Birmingham, AL office. The ideal candidate will possess strong analytical skills and a passion for serving others. We are looking for an individual with experience in data analysis and a willingness to learn and efficiently execute all facets of Waverly’s compensation plans. A successful candidate will have the ability to effectively communicate with cross-functional team members, demonstrate critical attention to detail, exhibit a positive attitude, and possess willingness to learn. Organizational skills, resiliency and flexibility, and promptness are necessary in all tasks and responsibilities.

Staff Accountant Responsibilities:

  • Accurately calculate and process variable compensation components such as servicing, sourcing, and closing payments, true-ups, and pro-rated payments.
  • Prepare detailed variable compensation summaries for advisors to review quarterly.
  • Resolve discrepancies in variable compensation calculations.
  • Input advisor payout schedules and other compensation components into Orion Portfolio Management System for all new clients, new accounts, and new advisors.
  • Respond to employee inquiries regarding variable compensation.
  • Assist with internal and external audits, providing necessary documentation and context.
  • Maintain detailed records of all variable compensation calculations and payouts.
  • Work with the Human Resources and Integration teams to implement compensation plans for new employees.

Travel:

  • No travel is required.

Required Qualifications and Skills:

  • Bachelor’s degree in Accounting, Business Administration, Finance, Data Analytics or a related field.
  • At least two years of experience in financial analysis, data analysis, or accounting.
  • Advanced knowledge of Excel.
  • Strong analytical and quantitative skills.
  • Exceptional attention to detail and ability to work in a fast-paced, high growth environment.
  • Ability to collaborate effectively within a team.
  • Self-starter with problem-solving ability, adaptability and flexibility.
  • Ability to work both independently and in a team environment.
  • A genuine desire to serve with excellence.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift 15 pounds at times

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
  • Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals
  • 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 apply to the role via LinkedIn.

Apply Now

Data Reconciliation Specialist

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 Data Reconciliation Specialist to the team in our Birmingham, AL headquarters. The Data Reconciliation Specialist will work with our Billing and Operations teams to manage and analyze data related to portfolio management and financial custodians. This role involves working closely with the Orion portfolio management system to ensure accurate data integration, reporting, and analysis to support the firm’s investment strategies and client reporting. A successful candidate will be able to effectively communicate with internal team members and have excellent attention to detail, a positive mindset, and a willingness to learn.  Resiliency, flexibility, and the ability to anticipate needs are necessary in all tasks and responsibilities.

 

Responsibilities:

  • Investigate and resolve data discrepancies by liaising with custodians, internal teams, and other stakeholders.
  • Maintain and update the Orion portfolio management system with accurate and timely data.
  • Work interdepartmentally to integrate data from various financial custodians into the Orion system.
  • Ensure data integrity and consistency across all financial systems and custodians.
  • Document and track data reconciliation issues to ensure they are resolved effectively and efficiently.
  • Troubleshoot and resolve any issues related to data feeds and system integrations.
  • Assist in the setup and maintenance of data feeds and interfaces.

 

Travel:

  • Little to no travel is required.

 

Our Ideal Candidate Will:

  • Have 2-5 years of experience in data reconciliation, data analysis, or operations within an RIA or broker/dealer.
  • Experience working in Portfolio Management Software. Orion is strongly preferred.
  • Bachelor’s degree in Data Analysis, Finance, Business, Economics or a related field.
  • Understand Microsoft Office Suite and be willing to learn and quickly grasp firm technologies.
  • Be a detail-oriented self-starter who is motivated by serving others and completing tasks efficiently and with excellence.
  • Possess excellent communication and organizational skills and have a willingness to learn.
  • Proactively initiate action and anticipate the needs of those the role supports.
  • Exhibit strong initiative and a team player mentality.
  • Have a can-do attitude where no task is too big or small.
  • Read and connect with people and respond accordingly in varying situations.
  • Adapt to changing priorities and conditions while maintaining a positive attitude and achieving performance standards.
  • Exercise independent time management skills with the ability to structure responsibilities, tasks, and project management while prioritizing and ensuring deadlines are met.
  • Handle confidential and sensitive information with discretion and professionalism.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.

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, 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.

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.

 

Apply Now

Marketing Associate

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 seeking a highly motivated, creative, and detail-oriented Marketing Associate with expertise to join the team in our Birmingham, AL headquarters. As a crucial part of Waverly Advisors, you will support our marketing efforts to enhance brand visibility, attract new clients, and maintain strong relationships with existing clients. The Marketing Associate will work closely with the marketing team and financial advisors to create and execute marketing campaigns that align with the firm’s objectives.

 

The ideal candidate will possess demonstrated marketing skills and a passion for serving others. A successful candidate will have the ability to effectively communicate with cross-functional team members, demonstrate critical attention to detail, exhibit a positive attitude, and possess willingness to learn. Organizational skills, resiliency and flexibility, and promptness are necessary in all tasks and responsibilities.

 

Key Responsibilities:

  • Assist in coordinating, planning and executing marketing events across our multiple office locations, including Waverly-hosted events, external speaking engagements, and sponsorships.  Tasks to include emailing invitations and RSVP management, event space/catering coordination, promotional items, and more.
  • Work closely with the Marketing and Integration Teams to execute all marketing related tasks required when onboarding new firms via acquisition, including but not limited to signage, scheduling headshots, and flipping legacy websites on the acquisition close date.
  • Ensure all marketing efforts adhere to the firm’s branding guidelines and messaging, working closely with the Compliance team on marketing reviews.
  • Create all new employee biographies and add to the Waverly website in a timely manner.
  • Format and upload Waverly job postings to the company website.
  • Provide support as needed for the Waverly Web Store.
  • Lead efforts related to annual external surveys and rankings.
  • Help maintain and update the company website, ensuring content is current, engaging, and SEO-optimized.
  • Assist in managing and optimizing digital marketing efforts, including SEO and email campaigns.
  • Create and distribute client-facing marketing materials such as brochures, presentations, and newsletters.
  • Monitor and report on the performance of marketing campaigns using analytics tools. Provide insights and recommendations for improvement.
  • Conduct research on competitors and industry trends to inform marketing strategies.

 

Travel:

  • Minimal travel is required.

 

Required Qualifications and Skills:

  • Bachelor’s degree in Marketing or a related field.
  • 1-3 years of experience of marketing experience, with experience working in the financial services industry strongly preferred.
  • Proficiency in digital marketing platforms (Google Ads, Facebook Ads, LinkedIn).
  • Experience with marketing automation tools (e.g., Levitate, HubSpot, Mailchimp).
  • Strong writing, editing, and proofreading skills.
  • Knowledge of SEO and content marketing best practices.
  • Proficiency in Adobe Creative Suite, Canva, or similar design software.
  • Excellent organizational and project management skills.
  • Ability to work independently and in a team environment.
  • Strong attention to detail and creativity.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift up to 30 pounds at times

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
  • 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 apply via LinkedIn.

Apply Now

Administrative Assistant

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 Administrative Assistant to our team in our Canon City, Colorado office. The Administrative Assistant will provide essential support to our advisors and contribute to the overall efficiency of our operations. This role involves managing administrative tasks, ensuring smooth operations, and assisting with client communications in a fast paced financial environment. 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 others.

Administrative Assistant Responsibilities:

  • Greet and welcome clients, visitors, and vendors in a professional and courteous manner.
  • Answer and direct phone calls to the appropriate team members and respond to inquiries and voicemails.
  • Provide general administrative support as needed, including preparing documents, reports, and correspondence, scheduling appointments, and coordinating meetings.
  • Assist with updating client information, obtaining client signatures, entering data into systems, and filing both digital and paper records securely.
  • Prepare necessary materials for meetings.
  • Assist in managing office supplies and equipment, maintaining inventory, and placing orders as necessary.
  • Help with the onboarding process for new clients, ensuring a smooth and professional experience.
  • Support compliance initiatives by assisting with documentation and record-keeping requirements.

 

Required Qualifications and Skills:

  • High school diploma or GED.
  • 1+ years of administrative experience
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Strong organizational skills with the ability to manage multiple tasks and deadlines.
  • Excellent written and verbal communication skills.
  • Attention to detail and a commitment to maintaining confidentiality.
  • Ability to work independently and as part of a team in a dynamic environment.
  • One or more years’ experience working in QuickBooks

 

Travel:

  • Little to 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:

  • Health, Dental, and Vision benefit options.
  • 401K with match.
  • Nine paid holiday days per year, plus one floating holiday.
  • 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.
  • 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 apply via LinkedIn.


Culture is in Everything We Do

“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

2025 INTERNSHIP PROGRAM

 

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.

Internship Form

  • Accepted file types: pdf.

INTERN TESTIMONIAL

 

“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

Awards & Rankings

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.


Team Testimonials

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.

 

 

 


 

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