Associate Wealth Advisor - Comprehensive Financial Planner
Listed on 2026-11-04
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Waverly Advisors in Atlanta, GA seeks an Associate Wealth Advisor to deliver comprehensive financial planning and client service. You will gather client data, develop tailored financial plans, monitor progress, and educate clients on planning concepts, while collaborating with wealth advisors and compliance teams.
The ideal candidate holds a Finance/Business degree, 3–5 years of experience in financial planning, CFP certification, and proficiency with planning software and Salesforce/Schwab.
Join us at Waverly Advisors as our next Associate Wealth Advisor - Comprehensive Financial Planner in Atlanta, GA, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Atlanta, GA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 85..
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).