Wealth Advisor
Jackson, MS On-site
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About the role
The Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients. The Wealth Advisor serves as the firm’s primary point of contact for a select group of clients and is instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, providing sound financial planning advice and counsel and work closely with all members of the Waverly team to exceed client expectations. You will be expected to help grow Waverly’s business through the efficient use of your time with clients, prospective clients, centers of influence and community involvement, making an invaluable contribution to our firm.
What you'll bring
- Minimum 5-7 years’ experience in financial advisory services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
- A self-motivated, highly driven and entrepreneurial personality.
- Proven ability to network with prospective clients and centers of influence.
- Possess active listening and critical thinking skills.
- Demonstrate a client-first attitude.
- Act as a team player, with strong coaching and leadership skills.
- Desire to work successfully in an intimate, fast-growing, entrepreneurial organization.
- Bachelor’s Degree from an accredited college or university.
- Series 65 or CFP required
- CFA, CFP, or CPA designation strongly preferred