Waverly Advisors, LLC · 1 day ago
Finance and Leasing Specialist
Birmingham, AL
Full-time
Onsite
Mid Level
3+ years expWaverly Advisors is a unique wealth management firm focused on serving clients and communities with an emphasis on financial planning. The Finance and Leasing Specialist will support high-net-worth clients by negotiating favorable terms for significant purchases and providing expert financial analysis and relationship management.
FinanceFinancial ServicesImpact Investing
Responsibilities
Act as a trusted client advocate by representing clients in negotiations with vendors, dealerships, and service providers to obtain the best price
Serve as a subject matter expert on financing and leasing strategies, advising clients on loan structures, lease options, interest rate considerations, and cash flow impact and debt
Conduct market research on pricing trends, vendor offerings, and industry benchmarks to secure competitive terms
Assist clients with documentation, financing arrangements, and post-purchase follow-up to ensure a seamless experience
Build and maintain strong relationships with vendors and strategic partners to support efficient and favorable future negotiations
Analyze financing alternatives and structure lending and leasing solutions that align with clients’ liquidity needs, tax considerations, and long-term financial plans
Review and assist with loan and lease documentation, ensuring accuracy, completeness, and alignment with client objectives
Collaborate closely with advisors, compliance teams, and external partners to ensure transactions meet regulatory and fiduciary standards
Qualification
Required
Bachelor's degree in Finance, Business, or a related field; MBA preferred
3+ years of experience in financial services, auto finance, or luxury asset acquisition
Strong understanding of loan and lease structures, credit analysis, and interest rate mechanics
Strong negotiation, communication, and client relationship management skills
Excellent analytical, organizational, and client communication skills
High attention to detail with the ability to manage multiple transactions simultaneously
Preferred
MBA preferred
Benefits
Comprehensive Health, Dental, and Vision coverage to support your overall wellbeing.
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.
Company
Waverly Advisors, LLC
Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$30.05M2023-07-25Private Equity· $30.05M
Leadership Team
Josh Reidinger
Chief Executive Officer
Heath Echols
Chief Technology Officer
Recent News
2025-12-03
Mergers & Acquisitions
2025-11-07
Company data provided by crunchbase