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Wealth Advisor HNW Clients & Planning
Job in
Pensacola, Escambia County, Florida, 32573, USA
Listed on 2026-08-24
Listing for:
Waverly Advisors, LLC
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Waverly Advisors, LLC is seeking a Wealth Advisor to manage high‑net‑worth client relationships and deliver comprehensive financial planning. You will be the primary contact for a select client group and drive new business opportunities through referrals and community engagement.
In this role you will craft goals-based financial plans, coordinate with estate, tax, and philanthropic strategies, and work closely with the investment team to align client objectives with investment decisions.
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