Birmingham, AL
As a Financial Accountant at Waverly Advisors, LLC, you will report directly to the Controller and be an integral part of the finance team. The ideal candidate will possess a high aptitude for general accounting principles, be detail-oriented, and demonstrate strong analytical skills.
Financial Accountant
As a Financial Accountant at Waverly Advisors, LLC, you will report directly to the Controller and be an integral part of the finance team. The ideal candidate will possess a high aptitude for general accounting principles, be detail-oriented, and demonstrate strong analytical skills. This role requires a proactive individual who can thrive in a fast-paced, dynamic environment, providing essential support to the finance department during our period of rapid growth.
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 Accountant to our team in our Birmingham, Alabama office. The Financial Accountant will assist the Finance Team in with daily accounting and reporting responsibilities. The role requires strong attention to detail, excellent organizational skills, and the ability to communicate effectively.
Financial Accountant Responsibilities:
Required Qualifications and Skills:
Preferred Qualifications:
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 send a resume and cover letter with salary requirements to Human Resources at [email protected].
Birmingham, AL
The Project Coordinator is an essential part of our M&A strategy. This role works closely with team members in all areas of the firm to ensure a smooth integration.
Project Coordinator
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 for a Project Coordinator in our Birmingham, AL office. The Project Coordinator is an essential part of our M&A strategy. This role works closely with team members in all areas of the firm to ensure a smooth integration. As new firms are acquired, our Integration Team prepares them for the transition to all things Waverly, and this position has significant responsibility for all administrative items related to the acquisition process and supporting our Integration Team.
This position offers a great opportunity to become a part of a team that is passionate about growth, innovation, and collaboration. We are consistently striving to better ourselves so that we can better support our clients.
Everyday activities include:
Our ideal candidate will:
Travel:
Physical Requirements:
Benefits:
Legal:
Waverly Advisors 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].
Atlanta, GA | Austin, TX | Birmingham, AL | Colorado Springs, CO | Chicago, IL | Jackson, MS | Tampa/Lakeland, FL
We are looking for an experienced trader with analytical skills and a team mindset.
Trader
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 Trader to our Investment Team in one of our major market offices which include Birmingham, AL, Atlanta, GA, Austin, TX, Tampa/Lakeland, FL, Colorado Springs, CO, Jackson, MS, or Chicago, IL. The ideal candidate will possess strong computer and analytical skills and at least 2 years of RIA industry experience. We are looking for an experienced trader with analytical skills and a team mindset. A successful candidate will have the ability to effectively communicate with 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:
Travel:
Qualifications:
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 System Administrator is responsible for supporting and maintaining the organization’s cloud only approach, including Office 365. This includes tasks such as installing and configuring hardware and software, troubleshooting network problems, and providing end user support.
System 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 System Administrator to our team in our Birmingham, Alabama office. The System Administrator is responsible for supporting and maintaining the organization’s cloud only approach, including Office 365. This includes tasks such as installing and configuring hardware and software, troubleshooting network problems, and providing end user support. The System Administrator will support IT efforts related to ongoing acquisitions, including potential onsite support and tenant migration. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.
System Administrator Responsibilities:
Required Qualifications and Skills:
Preferred 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 send a resume and cover letter with salary requirements to Human Resources 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
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.