Birmingham, AL
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.
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:
Travel:
Required 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 apply to the role via LinkedIn.
Birmingham, AL
The Data Reconciliation Specialist will work with our Billing and Operations teams to manage and analyze data related to portfolio management and financial custodians.
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:
Travel:
Our Ideal Candidate Will:
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.
Birmingham, AL
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.
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:
Travel:
Required 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 apply via LinkedIn.
Canon City, CO
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.
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:
Required Qualifications and Skills:
Travel:
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.
“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.