Videographer

Overview

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 highly creative, technically skilled, and forward-thinking Videographer & Visual Content Strategist to produce impactful video content that educates clients, amplifies our brand, and builds trust. This role sits at the intersection of storytelling, technology, and finance—with a key focus on using emerging AI tools to elevate production quality, personalize content delivery, and streamline workflows. This position is central to how we humanize our firm, enhance the client journey, and differentiate our voice in a crowded RIA space.

• Plan, shoot, and edit high-quality video content for internal and external use.
• Manage all aspects of production including lighting, sound, framing, and post-production.
• Use AI-enhanced editing tools (e.g., Adobe Sensei, Descript, Runway) to accelerate editing, automate transcripts, create multi-format versions, and increase personalization at scale.
• Produce a variety of video formats: short-form social clips, advisor interviews, long-form educational content, and event recaps.
• Partner with marketing, advisors, and compliance to align video strategy with firm-wide goals and campaigns.
• Collaborate on scripting, storyboarding, and messaging to ensure brand consistency and client relevance.
• Bring data-informed ideas to video content—leveraging analytics and AI insights to optimize performance.
• Ensure all content complies with SEC/FINRA advertising regulations and internal compliance guidelines; collaborate with compliance on script approvals and final reviews before publication; maintain version control and documentation for audit-readiness.
• Utilize proficiency in professional video editing software and AI-powered content tools; manage hosting platforms (You Tube, Vimeo), CMS integrations, and social video best practices.
• Travel as required.

• Client
  
  Education:
  
  Market updates, planning insights, FAQs, and financial literacy topics.
• Brand Storytelling:
  Team introductions, firm values, and advisor spotlights.
• Thought Leadership:
  Advisor commentary on trends and topical financial issues.
• Recruitment:
  Videos that showcase our culture and attract top talent.
• Event Coverage:
  Capture in-person and virtual events, and client webinars.

• Proficiency in professional video editing software (e.g., Adobe Premiere Pro, Final Cut Pro, After Effects).
• Familiarity with AI-powered content tools for editing, voice-over, captioning, and translation.
• Management of hosting platforms (You Tube, Vimeo), CMS integrations, and social video best practices (Linked In, Meta).

• 3+ years of professional videography or visual storytelling experience (preferably in financial services or regulated industries).
• Demonstrated ability to blend creative vision with technical skill.
• Curious and proactive about integrating AI tools and emerging media formats.
• Strong communication skills and ability to translate financial concepts into accessible visual content.
• Comfortable working with compliance-driven workflows and version control.

• 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.
• Health, Dental, and Vision benefit options
• 401K
• Twelve paid holiday days per year
• Extra vacation day on your birthday week
• Three weeks of PTO, increasing to four weeks after three years of service (PTO is accrued quarterly)
• Four weeks paid sabbatical program after seven consecutive years of service, maximum of two sabbaticals while employed with us
• Compensation commensurate with experience

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. Interested in applying? If you believe you would be a good fit for our team and would like to be considered for this position, please apply via Linked In.