About this role
Wealth Advisor at Waverly Advisors, LLC. Location: Jackson, Mississippi, United States. Role: building relationships, managing accounts, developing business Requirements: 5-7 years in financial advisory; CFA/CFP/CPA preferred; Series 65 or CFP; Bachelor's degree; strong client relationships and planning skills. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Trading platform Certifications: series 65, cfp, cfa, cpa Commitment: Full Time Workplace: Onsite Languages: English