About this role
Wealth Advisor at Waverly Advisors, LLC. Location: Atlanta, Georgia, United States. Role: builds relationships, manages portfolios, coordinates planning Requirements: 5-7 years financial advisory experience; Bachelor's degree; CFA, CFP, or CPA strongly preferred; Series 65, CFP, or CFA required. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Financial Planning Software, Portfolio Management Certifications: series 65, cfa, cfp, cpa Commitment: Full Time Workplace: Onsite Languages: English