Financial Planner

Written on August 19, 2022

Atlanta, GA
Posted 3 months ago

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Financial Planner

Waverly Advisor’s 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.  

The Financial Planner is an essential part of the overall client experience.  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, operations and compliance.  

Everyday activities include:

  • Effectively capture, manage, and facilitate the completion of planning work with an advisor’s direction including gathering, building and summarizing financial planning deliverables using financial planning software. 
  • Analyze asset allocations in conjunction with the stated client investment objectives. 
  • Prepare client account analysis and statements in advance of client meetings.   
  • Assist Advisors in completion of client planning and portfolio analysis including net worth statements, cash flow plans, estate summaries, insurance reviews, retirement analyses and tax planning when necessary. 
  • Interact with Operations, Compliance, client service associates, custodians, or others to resolve client account matters or expedite client requests when appropriate.

Our ideal candidate will:

  • Hold a four-year college degree and have at least one year of experience in the financial services industry with a concentration in securities and investment operations. 
  • Possess excellent customer service, communication, and administrative abilities. 
  • Be proactive and able to anticipate the needs of those the role supports. 
  • Have a positive impact on those around you and interact in a polite manner. 
  • Be able to read and connect with people and respond accordingly in varying situations. 
  • Possess strong written and verbal communications skills. 
  • Maintain a high level of organization and have great attention to detail. 
  • Be able to adapt to changing priorities and conditions throughout the day or week all while continuing to respond calmly and maintain performance standards. 
  • Have great time management skills with the ability to structure responsibilities, tasks, and project management while prioritizing and ensuring deadlines are met. 
  • Maintain an energetic and positive attitude with a willingness to learn technical concepts and solve complex problems.
  • CFP® designation strongly preferred

Travel:

  • Travel may be required at different times during the year and is estimated to be between 10% and 20%.  

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 with us
  • Compensation commensurate with experience

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 HR@waverly-advisors.com.

Job Features

Job Category

Planning

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