Associate Wealth Advisor — Holistic Financial Planner
Job in
Jackson, Hinds County, Mississippi, 39200, USA
Listed on 2026-06-24
Listing for:
Waverly Advisors, LLC
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
Waverly Advisors, LLC in Jackson, MS is looking for an Associate Wealth Advisor to provide comprehensive financial planning services to clients. You will engage in client assessments, develop personalized plans, and collaborate with a dedicated team to ensure client success.
The ideal candidate will have a passion for helping clients, possess strong analytical and communication skills, and have three to five years of experience in financial planning.
The role includes benefits such as health coverage, a 401(k) plan, and a generous time-off policy.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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