About this role
Financial Planner at Waverly Advisors, LLC. Location: Lafayette, Indiana, United States. Role: conducting assessments, developing plans, building relationships Requirements: Bachelor's degree,1+ years financial planning experience, proficiency with Microsoft Office/Excel, strong communication, attention to detail, and ability to analyze financial data. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office Suite, Microsoft Excel, Money Guide Pro, e-Money, Right Capital, Salesforce Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English