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Jobs in United States

14 open roles read nightly from companies’ own hiring pages. Each one links to the original ad.

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Senior Client Service Associate
4 days ago
Waverly Advisors, LLC · Boulder, Colorado, United States
SeniorCustomer success & support
Serves as a primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.; Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements.;…
Associate Wealth Advisor
4 days ago
Waverly Advisors, LLC · Boulder, Colorado, United States
Entry level$100K – $250K a year
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.;…
Wealth Advisor
4 days ago
Waverly Advisors, LLC · Boulder, Colorado, United States
$100K – $250K a year
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.;…
Client Service Associate
4 days ago
Waverly Advisors, LLC · Boulder, Colorado, United States
Entry levelCustomer success & support
Serves as a primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.; Provides all client service support including account applications, custodial paperwork, investment advisory agreements and money movements.;…
M&A Project and Relationship Manager
11 days ago
Waverly Advisors, LLC · Birmingham, Alabama, United States +1
SeniorOperations
Serve as the primary relationship manager for prospective partner firms throughout the pre-close acquisition lifecycle.; Build and maintain trusted relationships with firm principals, advisors, and key stakeholders.; Guide prospective partners through each phase of the…
Associate Wealth Advisor
3 weeks ago
Waverly Advisors, LLC · Pittsburgh, Pennsylvania, United States
Entry level
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.;…
Wealth Advisor
4 weeks ago
Waverly Advisors, LLC · Dayton, Ohio, United States
Senior
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…
Associate Wealth Advisor
4 weeks ago
Waverly Advisors, LLC · Dayton, Ohio, United States
Entry level
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.;…
Wealth Advisor
2 months ago
Waverly Advisors, LLC · Council Bluffs, Iowa, United States
Senior
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…
Reporting Analyst
2 months ago
Waverly Advisors, LLC · Seattle, Washington, United States
Mid level$65K – $80K a year
Coordinate the quarterly reporting cycle, including collecting, requesting, and tracking data from vendor partners and internal stakeholders.; Prepare book-wide investment performance calculations and ensure data is accurate, complete, and reconciled.; Develop and distribute…
Wealth Advisor
3 months ago
Waverly Advisors, LLC · Pensacola, Florida, United States
Senior
Drive business development initiatives by cultivating referral networks, generating new client relationships, and enhancing the visibility and reputation of Waverly Advisors within the community.; Builds a strong understanding of Waverly’s investment philosophy and ongoing…
Director of Compliance
3 months ago
Waverly Advisors, LLC · Birmingham, Alabama, United States
DirectorLegal & compliance
Oversee daily execution of the compliance program, policies, and procedures.; Lead compliance testing and monitoring.; Support regulatory filings and assist with SEC exams.; Manage and mentor compliance staff; oversee workflow and priorities.; Track regulatory changes and…
Associate Wealth Advisor
6 months ago
Waverly Advisors, LLC · Atlanta, Georgia, United States
Entry level
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,…
Business Development Officer
11 months ago
Waverly Advisors, LLC · Philadelphia, Pennsylvania, United States
SeniorSales
Prospecting & Advisor Collaboration

Updated 07 Nov 2026 10:21 UTC from the OptiTalent job library.