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Associate Wealth Advisor: Holistic Financial Planner

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Waverly Advisors, LLC
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Waverly Advisors, LLC in Atlanta, GA, is hiring an Associate Wealth Advisor to help clients achieve their financial goals through comprehensive financial planning. This role involves conducting financial assessments, developing personalized plans, and maintaining strong client relationships. The ideal candidate will have a Bachelor's degree in Finance, experience in the financial services industry, and a passion for serving clients. The company offers health coverage, a 401(k) plan, and a flexible time-off policy.
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Position Requirements
10+ Years work experience
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