Jobs in the United States

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Added 5 mins ago
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ServiceNow Developer
LEIDIT
Remote, United States
- $120,000 to $135,000 USD / year
…Technical Architects, ongoing certification support, and a wellness program (WIN - Workout, Inspiration, Nutrition) built around community and balance. If you want to do meaningful,…
Added 12 mins ago
J
Principal Resource Adequacy Planning Engineer
Jobgether
Remote, United States
- $175,325 to $199,225 USD / year
You will lead the technical development and delivery of resource adequacy studies while serving as a trusted advisor to stakeholders and senior decision-makers. Your responsibilities will…
Added 18 mins ago
Associate Financial Relationship Advisor
Wells Fargo
CHANDLER, AZ
Added 18 mins ago
Fund Administration Senior Analyst
U.S. Bank
Tempe, AZ
Communicating with investment advisor clients.
Added 18 mins ago
Sr. Financial Advisor - Edward Jones Connection
Edward Jones
Tempe, AZ
…candidate would have a sound understanding of the Financial Advisor Role at Edward Jones or a background that includes working with clients, Branch Teams, products or service. This is a…
Added 18 mins ago
Consumer Group Expert Services Operations - Ops Excellence & Partnerships
Intuit
TUCSON, AZ
5–7 years of experience in program management, HR operations, workforce operations, or related fields; experience with large-scale seasonal hiring, expert or advisor workforces, or service…
Added 18 mins ago
Outside Sales Advisor
SCI Shared Resources, LLC
Tucson, AZ
· Sales career development through the SCI Direct Certification Level Training Program
Added 18 mins ago
Product Consultant - Site Performance & Productivity Optimization
Caterpillar, Inc.
Tucson, AZ
…and site operations to business results. Acting as a trusted advisor to customers and internal teams, you will apply data analysis, modeling, simulation, and product application expertise…
Added 18 mins ago
Lead Engineer - Airports
Olsson
Phoenix, AZ
Serves as a subject matter expert for the firm, acting as an advisor internally and externally and elevating the level of technical capabilities through mentoring of staff.
Added 18 mins ago
Autonomous Hauling Technology Consultant
Caterpillar, Inc.
Phoenix, AZ
This is a highly visible role where you'll serve as the trusted technical advisor during site launch and operational ramp-up. You'll troubleshoot complex system challenges, optimize…
Added 19 mins ago
P&C Product Management Director - State Management
USAA
Phoenix, AZ
Maintains partnerships with Government & Industry Relations, Attorney, and Compliance Advisor to manage relationship with local regulatory agencies and industry organizations.
Added 19 mins ago
P&C Product Management Manager - State Management
USAA
Phoenix, AZ
Partners with Government & Industry Relations, Attorney, and Compliance Advisor to manage relationship with local regulatory agencies and industry organizations.
Added 28 mins ago
Mechanical Engineer
Applied Materials
Santa Clara, CA · Santa Clara
…compensation such as participation in a bonus and a stock award program, as…
Added 34 mins ago
Student Advisor
Polk County Public Schools
Lake Wales, FL
The Student Advisor aligns with the district's mission to support the academic achievement of all students, insuring equity and access to all. The Student Advisor facilitates the successful…
Added 34 mins ago
Student Advisor
Polk County Public Schools
Eagle Lake, FL
The Student Advisor aligns with the district's mission to support the academic achievement of all students, insuring equity and access to all. The Student Advisor facilitates the successful…
Added 36 mins ago
SC
(USA) Tire and Battery Service Advisor
Sam's Club
TOMBALL, TX
- $19 to $27 USD / hour
Added 40 mins ago
SC
(USA) Tire and Battery Service Advisor
Sam's Club
LONGVIEW, TX
- $19 to $27 USD / hour
Added 40 mins ago
Service Technician- Coggin Honda Deland
Asbury
DeLand, FL
Communicate with service advisor when additional work is needed or if repairs cannot be completed within the promised time
Added 42 mins ago
Vice President of Information Technology and Security
Jobgether
Remote, United States
Lead Information Security teams responsible for the organization's cybersecurity program, including threat intelligence, incident response, vulnerability management, zero-trust network…
Added 47 mins ago
DB
Part Time Bridal Sales
David's Bridal
Coral Gables, FL
- Part-time
Offer David’s Bridal loyalty & partners program to support and promote one stop for all life events.
Added 47 mins ago
DB
Part Time Bridal Sales
David's Bridal
Aurora, CO
- Part-time
Offer David’s Bridal loyalty & partners program to support and promote one stop for all life events.
Added 47 mins ago
DB
Part Time Bridal Sales
David's Bridal
Independence, MO
- Part-time
Offer David’s Bridal loyalty & partners program to support and promote one stop for all life events.
Added 47 mins ago
DB
Part Time Bridal Sales
David's Bridal
Naperville, IL
- Part-time
Offer David’s Bridal loyalty & partners program to support and promote one stop for all life events.
Added 47 mins ago
DB
Part Time Bridal Sales
David's Bridal
Monroeville, PA
- Part-time
Offer David’s Bridal loyalty & partners program to support and promote one stop for all life events.
Added 1 hour ago
Senior Scientist, Cell Therapy Research, Molecular Immunobiology and Discovery Team (In vivo CAR-T)
JuN - Seattle Dexter
Seattle 400 Dexter, WA
Act as a functional advisor to team members, especially to more junior colleagues

Waverly Advisors, LLC

Associate Wealth Advisor

Boulder, CO, United States

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

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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.

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