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Holistic Financial Planner — CFP-Certified & Client-Focused
Job in
Jackson, Hinds County, Mississippi, 39200, USA
Listed on 2026-07-01
Listing for:
Waverly Advisors, LLC
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Waverly Advisors, LLC is looking for an experienced Financial Planner in Jackson, MS. You will provide clients with comprehensive financial planning services to help them achieve their financial goals and secure their financial futures.
Responsibilities include conducting thorough financial assessments, developing bespoke financial plans, and collaborating with clients throughout the financial planning process. Strong communication and a passion for serving others are essential for this role.
This position offers comprehensive health benefits, a 401(k) plan, paid time off, and a supportive work environment.
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