Senior Financial Planner — Client‑Focused Wealth & Planning
Listed on 2026-10-10
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Waverly Advisors, LLC in Atlanta, GA seeks an experienced Senior Financial Planner to deliver comprehensive financial planning and client service. You will lead planning efforts, gather data, and tailor strategies across investments, retirement, taxes, and estate planning.
The role emphasizes client communication, teamwork, and adherence to regulations, with opportunities to advance and contribute to community impact. Strong Excel and planning software skills are essential.
Join us at Waverly Advisors, LLC as our next Senior Financial Planner — Client‑Focused Wealth & Planning in Atlanta, GA, United States.
This posting is for the Senior Financial Planner — Client‑Focused Wealth & Planning role at Waverly Advisors, LLC, based in Atlanta, GA, United States.
We are looking to fill the Senior Financial Planner — Client‑Focused Wealth & Planning position at Waverly Advisors, LLC in Atlanta, GA, United States.
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