About this role
Associate Wealth Advisor at Waverly Advisors, LLC. Location: Lafayette, Indiana, United States. Role: supporting advisors, preparing materials, managing onboarding Requirements: Bachelor's in Finance/Business/Economics required; CFA/CFP/CPA designation; 2–5 years financial services experience; proficiency with eMoney and CRM (Salesforce); strong communication and attention to detail. Category: Finance Seniority: Mid Level Tools: eMoney, Right Capital, Money Guide Pro, Salesforce, Microsoft Office, Schwab, Fidelity, Pershing, TradePMR Certifications: cfa, cfp, cpa Commitment: Full Time Workplace: Onsite Languages: English