Financial Planner

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 a Financial Planner to our team in our Lafayette, IN office. The Financial Planner is an essential part of the overall client experience.  As a Financial Planner, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future. 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, and compliance team members. The ideal candidate will have a passion for serving others, a competitive spirit, a team mindset, and a desire to positively impact the community.

Financial Planner Responsibilities:

• Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.

• Develop personalized financial plans and budgets based on clients’ needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals.

• Evaluate clients’ financial documents including their income, expenses, and liabilities to complete planning work with an advisor’s direction. This includes gathering, building and summarizing financial planning deliverables using financial planning software.

• Collaborate with clients to implement financial plans and monitor their progress over time, making necessary adjustments as needed.

• Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.

• Build and maintain strong client relationships through regular communication and proactive support.

• Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions.

• Collaborate with other team members, to deliver holistic financial planning solutions to clients.

Travel:

• Occasional travel to meet with clients may occur.

Required Qualifications and Skills:

• Bachelor’s degree.

• 1-3 years of experience in a financial planning role.

• Proficiency in Microsoft Office Suite, with a special emphasis in Excel.

• Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.

• High level of professionalism and integrity.

• Outstanding attention to detail, organizational skills, and problem-solving abilities.

• Ability to analyze large amounts of financial data and comply with regulations.

• Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.

• Ability to empathize and a strong desire to serve external clients and internal team members.

Preferred Qualifications and Skills:

• One to five years’ experience in the financial services industry.

• Experience with financial planning software such as Money Guide Pro, e-Money, or Right Capital. Emoney experience strongly preferred. 

• CFP Certification strongly preferred; if CFP is not held currently, willingness to obtain CFP Certification.

• Experience with Salesforce.

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 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.