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Client-Centric Financial Planner
Job in
Zionsville, Boone County, Indiana, 46077, USA
Listed on 2026-08-20
Listing for:
Waverly Advisors, LLC
Full Time
position Listed on 2026-08-20
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Waverly Advisors, LLC in Lafayette, IN is seeking a Financial Planner to provide comprehensive financial planning services and guide clients toward their financial goals. You will work closely with wealth advisors, client service associates, and compliance teams to deliver tailored plans and ongoing support.
The role emphasizes strong client communication, collaboration, and a commitment to serving the community. Travel to meet clients may be required.
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