About this role
Associate Wealth Advisor at Waverly Advisors, LLC. Location: Jackson, Mississippi, United States. Role: Conduct assessments, Develop plans, Collaborate clients Requirements: Bachelor’s degree in Finance or related field; 3-5 years financial planning experience; proficiency with financial planning software; CFP certification preferred; experience with Salesforce, Orion, Schwab preferred; strong Excel skills; excellent communication and professionalism. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, Right Capital, MoneyGuide Pro, Salesforce, Orion, Schwab, Microsoft Excel Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English