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Elite Wealth Advisor: Client & Planning

Job in Jackson, Hinds County, Mississippi, 39200, USA
Listing for: Waverly Advisors, LLC
Full Time position
Listed on 2026-06-06
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Elite Wealth Advisor: Client Growth & Planning

Waverly Advisors, LLC is seeking a Wealth Advisor in Jackson, Mississippi to support high-net-worth clients through comprehensive financial planning and business development. The role requires exceptional communication skills and a strong focus on client service.

The successful candidate will have 5-7 years of financial advisory experience and a Bachelor’s Degree, with preferred CFA or CFP designations. This role involves managing client relationships effectively and enhancing business growth.

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