About this role
Wealth Advisor at Waverly Advisors, LLC. Location: United States. Role: Managing relationships, Developing opportunities, Coordinating planning Requirements: 5-7 years in financial advisory, client relationship management, business development; CFA/CFP/CPA preferred; Series 65 or CFP required; Bachelor's degree; travel to client meetings. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Trading platform, Financial planning software Certifications: cfa, cfp, cpa, series 65 Commitment: Full Time Workplace: Onsite Languages: English