Jobs in the United States

25+ jobs

Save this search

Added 1 min ago
KS
Logictics Coordinator-Biotech
Kelly Services
Leonard, MI
- From $35 USD / hour
Kelly® Science & Clinical is seeking a Logistics Coordinator for a Contract-to-hire position at our client, an innovation-driven organization supporting the manufacturing and development of…
Added 1 min ago
Maintenance Technician
CBRE
Brownstown, MI
Step into theheart of automation. As a Maintenance Technician II, you’ll support theoperation, maintenance, and optimization of cutting-edge robotic and materialhandling systems within a…
Added 1 min ago
DIR, DINING SERVICES II - MICHIGAN TECH UNIVERSITY - HOUGHTON, MI
Compass Group, North America
HOUGHTON, MI
In this role, you will advise and provide hands-on support in the day-to-day operations and financial success of one or more foodservice locations on the campus. This includes adhering to…
Added 1 min ago
Prepress Technician
Advatix, Inc.
Sturgis, MI
HRforGrowth® is engaged as the talent acquisition partner to conduct this search on behalf of a client organization that is hiring for this role. HRforGrowth is not the employer for this…
Added 1 min ago
Estimator
Advatix, Inc.
Sturgis, MI
HRforGrowth® is engaged as the talent acquisition partner to conduct this search on behalf of a client organization that is hiring for this role. HRforGrowth is not the employer for this…
Added 1 min ago
VH
Assistant Chief Nurse SCI
Veterans Health Administration
Tampa, FL
- $136,431 to $181,443 USD / year
Added 1 min ago
Associate Banker, 30 Hours, Traverse City, MI - Traverse City Main Branch
JPMorgan Chase
Traverse City, MI
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 1 min ago
J.P. Morgan Wealth Management - Private Client Investment Associate - Dearborn, MI
JPMorgan Chase
Dearborn, MI
As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors…
Added 2 mins ago
RN Field Care Manager Nurse
Humana
Dearborn, MI · Mount Clemens, MI · Canton, MI · Southgate, MI · Flat Rock, MI · Warren, MI · Sterling Heights, MI · Detroit, MI · Grosse Pointe Woods, MI
Provides clinical support and guidance, particularly for members with medical complexity. Helps develop and coordinate care plans, ensuring that members receive appropriate services to…
Added 2 mins ago
Treasury Associate
General Motors
Detroit, MI
…hedging activity. Optimizes a range of inputs and scenarios to support effective decision-making, crafts positive relationships with a broad range of functions throughout the organization.…
Added 2 mins ago
Risk Consulting - Risk Technology - Oracle GRC - Senior Consultant
EY
Detroit, MI
As our Risk Technology practice continues to rapidly expand, we are seeking a highly motivated Senior Associate, focused on cloud-based application security, controls, and technology…
Added 2 mins ago
Senior Analyst, Project Management
CVS Health
Lansing, MI
Evaluates impact of customer requested exceptions and develops reasonable alternatives to satisfy Client needs while minimizing impact on systems and operations.
Added 2 mins ago
Senior Clinical Research Associate - US - West Coast - FSP
Parexel
Lansing, MI
The Clinical Research Associate (CRA) will be a member of the client’s Monitoring team and provide monitoring expertise to individual clinical trials and/or programs.
Added 2 mins ago
Associate Product Manager
Navitus
Lansing, MI
Added 2 mins ago
Maintenance Technician
CBRE
Lansing, MI
Step into the heart of automation. As a Maintenance Technician II, you’ll support the operation, maintenance, and optimization of cutting-edge robotic and material handling systems within a…
Added 2 mins ago
DIRECTOR DINING SERVICES I - Abilene, TX
Compass Group, North America
Lansing, MI
As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results. If you’ve been hungry and away from home,…
Added 2 mins ago
SAP Tech Lead (App dev, BTP, Integration, SAP AI)-Senior Manager
PwC
Grand Rapids, MI · Detroit, MI
As a SAP Tech Lead (App dev, BTP, Integration, SAP AI) you will lead client work across SAP application development, SAP Business Technology Platform, integration, and SAP AI within our…
Added 2 mins ago
Oracle PMO - Senior Associate
PwC
Grand Rapids, MI · Detroit, MI
As an Oracle PMO - Senior Associate you will oversee Oracle program workstreams within our Advisory practice, helping coordinate project plans, resources, and stakeholder interactions to…
Added 3 mins ago
VH
Registered Nurse - Referral Coordinator
Veterans Health Administration
Jefferson Barracks, MO
- $75,487 to $153,842 USD / year
Practice at the top of licensure to support high-quality care aligned with performance standards and organizational goals.
Added 3 mins ago
VH
Registered Nurse- Clinical Nurse Educator
Veterans Health Administration
Omaha, NE
- $65,500 to $140,292 USD / year
Monitors and tracks BLS/Advanced Life Support (ALS) compliance within the organization.
Added 5 mins ago
VH
Registered Nurse - Quality Assurance Nurse Specialist
Veterans Health Administration
Perry Point, MD
- $78,368 to $153,501 USD / year
Provides support in developing integrated monitoring plans and monitoring study metrics.
Added 5 mins ago
VH
Registered Nurse - Acute Care Inpatient
Veterans Health Administration
Milwaukee, WI
- $80,229 to $139,849 USD / year
Practice requirements include Basic Life Support (BLS) and Advanced Cardiac Life Support (ACLS).
Added 5 mins ago
VH
Registered Nurse- Case Management
Veterans Health Administration
Cincinnati, OH
- $73,116 to $145,822 USD / year
…education program. Credit for foreign nursing education higher that associate degree/entry level requires a formal degree equivalency validation from a recognized equivalency evaluation…
Added 8 mins ago
VH
Registered Nurse-Community Living Center
Veterans Health Administration
Fayetteville, NC
- $87,200 to $145,373 USD / year
Added 11 mins ago
VH
Advanced Practice Nurse (CNP)
Veterans Health Administration
Providence, RI
- $127,820 to $193,796 USD / year

Waverly Advisors, LLC

Associate Wealth Advisor

Boulder, CO, United States

Compensation: $100,000-$250,000, commensurate with experience.

Apply About employer

Applications open in a new tab.

Job details

Pay: Compensation: $100,000-$250,000, commensurate with experience.
Education: Bachelor’s degree
Posting language: English
Posted: Nov 2, 2026

Original job description

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 Associate Wealth Advisor to our team in our Boulder, CO office. The Associate Wealth Advisor is an essential part of the Waverly Advisors team, providing comprehensive support to our high-net-worth clients by working closely with experienced Wealth Advisors. The Associate Wealth Advisor assists advisors with the operational needs of their clients, helps to manage client relationships, and actively participates in the advanced planning process. This is accomplished through ongoing communication, excellent client service, and outstanding operational support. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. 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 and flexibility, promptness, and the ability to anticipate needs are necessary in all tasks and responsibilities.

Associate Wealth Advisor Responsibilities:

Facilitates the client consulting process through the preparation and follow-up of each step of the client experience and active participation in client meetings.
Supports Wealth Advisors in business development while driving their own efforts to generate organic growth.
Executes client requests, updates client information, and follows up on open items for advisors and clients.
Builds a strong wealth management acumen with an 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.
Prepares client meeting materials and attends client and/or prospect meetings.
Collaborates with financial planners and wealth advisors to develop financial plans that assist clients to understand their financial picture and develop strategies to achieve their goals.
Monitors clients’ asset allocations, rebalancing of portfolios, and trade recommendations by working with Wealth Advisors and our internal trading team.
Manages completion of deliverables from start to finish with Client Service Associates and/or various internal and external parties as needed.
Provides diligent documentation of client communication and utilizes CRM software.
Serves day-to-day client needs and collaborates with team members to ensure the highest level of service.
Provides on-demand and scheduled reports to advisors and clients, as requested.
Participates in and contributes to team meetings, as assigned.
Reviews quarterly reports for accuracy.
Tracks and completes any special projects throughout the year as needed.
Manages client onboarding processes and facilitates new account paperwork with the client service team.
Utilizes various custodial platforms such as Schwab, Fidelity and Pershing to help maintain client accounts as needed.

Qualifications

Bachelor’s Degree required preferably in Finance, Business, Economics, or a related field.
Series 65 required, CFP® preferred.
Two to five years’ experience in the financial services industry, preferably at an RIA.
Adeptness with financial planning software such as eMoney, Right Capital, or Money Guide Pro.
Proficiency in a CRM such as Salesforce.
Experience working with financial custodians such as Pershing, Schwab, or Fidelity. Pershing preferred.
Detail-oriented self-starter with problem solving ability, adaptability, and flexibility.
Effective speaking and presentation skills.
Excellent writing proficiency.
Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously.
Coachable with the ability to work in a team environment and independently.
Learning and development mindset and drive for continuous improvement.
Personal commitment to continuing education for professional development and growth.
Proficient with Microsoft Office suite.

Travel:

Occasional travel to meet with clients may occur.

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:

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: $100,000-$250,000, 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.

Apply About employer

Report this job