Wealth Advisor
Read straight from Waverly Advisors, LLC's careers page, verified 1d ago.Seekless can tailor your résumé to it.
Seekless can write your résumé for this posting first.
Before you apply
LocationCouncil Bluffs, IA
Work modeon-site
Typefull-time
SenioritySenior
Experience7–10 yrs
DepartmentWealth Advisors
Company size51–200 people
PostedAug 24, 2026 · 2mo ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
Bachelor's Degree from an accredited college or university
7-10 years' experience in financial advisory services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities
CFP or CFA required
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
Ability to effectively communicate with clients and team members
Critical attention to detail
Strong written and verbal communication skills
An energetic and positive attitude
Willingness to learn
Organizational skills, resiliency, flexibility, promptness and the ability to anticipate needs
Skills
CRM
Benefits
Health insurance
Dental insurance
Vision insurance
401(k)
Paid holidays
Paid vacation
Unlimited PTO
Sabbatical
About the company
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.
About the role
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 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, provide 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.
A successful candidate will have the ability to effectively communicate with clients and 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, flexibility, promptness and the ability to anticipate needs are necessary in all tasks and responsibilities.
Wealth Advisor Responsibilities:
•
Builds a strong understanding of Waverly’s investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, alongside estate, tax and philanthropic planning considerations.
•
Develop and manage existing client relationships, including ongoing client contact and communications.
•
Actively participate in the development of new business and networking opportunities.
•
Implement financial plans for clients including coordination of estate, insurance and tax strategies.
•
Work with the firm’s investment team to incorporate clients’ investment strategies with their planning objectives.
•
Must demonstrate a commitment to extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.
•
Communicates to Waverly Client Service Associates and Investment Analysts to perform actions related to client accounts, money movements, and trading, including utilization of Waverly’s CRM to input related tasks.
•
Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with our internal trading team.
•
Adheres to Waverly policies to maintain compliance with SEC regulations.
Travel:
•
Occasional travel to client meetings or events.
Required Qualifications and Skills:
•
Bachelor’s Degree from an accredited college or university.
•
7-10 years’ experience in financial advisory services with demonstrated ability to develop and manage existing client relationships and develop new business opportunities.
•
CFP or CFA required.
•
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.
Physical Requirements:
•
Prolonged periods of sitting or standing at a desk and working on a computer.
•
Must be able to access and navigate each department at the organization’s facilities.
Benefits:
•
Comprehensive Health, Dental, and Vision coverage to support your overall well‑being.
•
401(k) retirement plan with match and profit sharing to help you invest in your future.
•
Twelve paid holidays each year.
•
An extra vacation day during your birthday week—so you can celebrate you!
•
Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
•
Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
•
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.
More roles at Waverly Advisors, LLC