George Jarvis, AWMA®

Enthusiast
DISC Type : i

Associate Wealth Advisor at Waverly Advisors, LLC

Greater Seattle Area, United States

Overview

George Jarvis is an Associate Wealth Advisor at Waverly Advisors, holding the Accredited Wealth Management Advisor℠ and Series 65 certifications. He leverages a successful background in technology sales from Amazon Web Services (AWS) and Outreach to serve his clients. He earned his Bachelor of Business Administration from Washington State University.

Outside of his direct professional duties, George has a keen interest in emerging technologies. He has publicly shared his excitement and curiosity about the potential of Artificial Intelligence and Machine Learning, aiming to simplify these complex subjects for a broader audience.

Unique fact: During his time in tech sales at AWS, he impressively achieved 175% of his sales quota for two consecutive years.

Personality Overview

Consensus Focused

Story Driven

Amiable & Agreeable

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

Wealth Management
Currently an Associate Wealth Advisor and holds the AWMA® and Series 65 certifications, focusing on plans for high-net-worth families.
Emerging AI
Has expressed a strong interest in simplifying the complexities and highlighting the potential of Generative AI and Machine Learning for the public.
Technology Sales
Previously worked as a successful sales representative for major tech companies like Amazon Web Services (AWS) and Outreach.

Media Appearances

George has no verified media appearances

Work History

9-2025
Associate Wealth Advisor at Waverly Advisors, LLC
1-2025 - 9-2025
Associate Financial Advisor at Pacific Portfolio Consulting, LLC
6-2022 - 12-2024
Inside Sales Representative - SMB at Amazon Web Services (AWS)
5-2021 - 6-2022
Account Executive at Outreach
9-2020 - 5-2021
Enterprise Sales Development Representative at Outreach

Education

Bachelor of Business Administration - BBA from Washington State University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Greater Seattle Area, United States Job Level : N/A Designation : Associate Wealth Advisor at Waverly Advisors, LLC
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Insights For Selling To George

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Maintain high, positive energy and convey confidence
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with George is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from George

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will George move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can George take some risk or not?

  • If it seems really necessary, they can take small risks.

You And George

Personality Compatibility


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