Paraplanner

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 seeking a Paraplanner to join our team and support Waverly’s clients by assisting financial planners with research, data compilation, and preparation of client materials. This role is essential in ensuring accurate, timely, and thorough information is presented to clients. The ideal candidate is detail-oriented, client-focused, and proactive in delivering exceptional service. 

 

Paraplanner Responsibilities: 

Client Servicing  

• Client Meeting Preparation 

• Manage and update client information 

• Preparation of meeting agenda  

• Current position reports - print and verify accuracy 

• Prepare documents as needed 

• Client Meeting Follow-up 

• Preparation of post appointment follow-up letter 

• Financial Plans and Projections 

• Prepare client forecasts and illustrations such as retirement & education projections, net worth statements, family trees, etc. 

• Client File Maintenance 

• Scanning – historical documents 

• Prepare electronic (and other) files for upcoming appointments 

• Update notes and client information after appointment 

• Client Incoming Calls and/or Correspondence 

• Return phone call to client during the same day 

• Update Client Notes  

• Assist with annual client reviews by gathering information, notes, preparing letters, and completing other tasks as needed 

• Various research tasks as requested by financial planners  

Taxes 

• Assist with gathering and scanning of tax documents as requested 

• Input of tax data in software for tax forecasting  

Meetings 

• Attend morning team meetings, weekly Investment Committee Meeting, Think Tanks, etc. 

 

Required Qualifications and Skills:  

• Bachelor’s degree or higher in Business, Finance, or a related field.  

• Ability to work timely and promptly. 

• Professional with integrity to the company and clients. 

• Interest in financial planning, the ability to provide client forecasts, and illustrations. 

 

Travel: 

• Little to no travel required. 

Physical Requirements:  

• Prolonged periods of sitting at a desk and working on a computer 

• Must be able to lift 15 pounds at times 

 

Benefits:  

• Health, Dental, and Vision benefit options 

• 401K 

• Twelve paid holidays per year 

• Extra vacation day on your birthday week 

• Three weeks of PTO, increasing to four weeks after three years of service, and five weeks after eight years of service 

• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed 

• 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.