Company · 16 open roles
Careers at Waverly Advisors, LLC
Waverly Advisors, LLC has 16 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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16 positions at Waverly Advisors, LLC
Financial Planner
Waverly Advisors, LLC·Lafayette, Indiana, United States
Financial Planner at Waverly Advisors, LLC. Location: Lafayette, Indiana, United States. Role: conducting assessments, developing plans, building relationships Requirements: Bachelor's degree,1+ years financial planning experience, proficiency with Microsoft Office/Excel, strong …
Associate Wealth Advisor
Waverly Advisors, LLC·Lafayette, Indiana, United States
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 servic…
Tax Assistant
Waverly Advisors, LLC·Dayton, Ohio, United States
Tax Assistant at Waverly Advisors, LLC. Location: Dayton, Ohio, United States. Role: answering calls, organizing documents, managing e-filing Requirements: Provide administrative support to tax professionals; organize and track tax documentation; proficiency with Microsoft Office…
Senior Executive Assistant, Chief of Staff
Waverly Advisors, LLC·Seattle, Washington, United States
Senior Executive Assistant, Chief of Staff at Waverly Advisors, LLC. Location: Seattle, Washington, United States. Role: managing calendar, coordinating meetings, leading projects Requirements: Bachelor's degree, 5+ years office administration experience with 3+ years supporting …
Client Service Associate
Waverly Advisors, LLC·Frederick, Maryland, United States
Client Service Associate at Waverly Advisors, LLC. Location: Frederick, Maryland, United States. Role: processing documents, managing accounts, tracking movements Requirements: 2+ years client service experience in financial services; Bachelor’s degree or 5 years' experience; exp…
Associate Wealth Advisor
Waverly Advisors, LLC·Jackson, Mississippi, United States
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 f…
Wealth Advisor
Waverly Advisors, LLC·Jackson, Mississippi, United States
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 re…
Associate Wealth Advisor
Waverly Advisors, LLC·Atlanta, Georgia, United States
Associate Wealth Advisor at Waverly Advisors, LLC. Location: Atlanta, Georgia, United States. Role: Develop plans, Evaluate finances, Collaborate clients Requirements: Bachelor’s in Finance/Financial Planning/Business; 3-5 years financial planning; CFP; experience with Salesforce…
Tax Advisor
Waverly Advisors, LLC·United States
Tax Advisor at Waverly Advisors, LLC. Location: United States. Role: Manage tax engagements, Deliver proactive tax planning, Collaborate with wealth advisors Requirements: 8+ years of progressive tax experience; CPA or EA required; strong analytical and client-service skills; abi…
Tax Accountant
Waverly Advisors, LLC·United States
Tax Accountant at Waverly Advisors, LLC. Location: United States. Role: Prepare tax returns, Assist in tax planning, Maintain supporting documentation Requirements: Bachelor’s degree in Accounting or Finance preferred; 0–3 years tax/accounting experience; strong analytical and co…
Senior Tax Accountant
Waverly Advisors, LLC·United States
Senior Tax Accountant at Waverly Advisors, LLC. Location: United States. Role: Prepare complex tax returns, Develop personalized tax strategies, Maintain supporting documentation Requirements: Bachelor's degree in Accounting/Finance; 4+ years tax/accounting; CPA or EA preferred; …
Business Development Officer
Waverly Advisors, LLC·Birmingham, Alabama, United States
Business Development Officer at Waverly Advisors, LLC. Location: Birmingham, Alabama, United States. Role: Prospecting, Lead qualification, Proposal support Requirements: Bachelor’s degree or higher; 5+ years in sales/business development in financial services; knowledge of advis…
Wealth Advisor
Waverly Advisors, LLC·Atlanta, Georgia, United States
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, …
Wealth Advisor
Waverly Advisors, LLC·United States
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…
Business Development Officer
Waverly Advisors, LLC·Atlanta, Georgia, United States
Business Development Officer at Waverly Advisors, LLC. Location: Atlanta, Georgia, United States. Role: Prospecting clients, Qualify leads, Assist with proposals Requirements: Bachelor’s degree; 5+ years in sales/business development in financial services; strong relationship ski…
Business Development Officer
Waverly Advisors, LLC·Philadelphia, Pennsylvania, United States
Business Development Officer at Waverly Advisors, LLC. Location: Philadelphia, Pennsylvania, United States. Role: Prospecting, Qualify leads, Proposal support Requirements: Five+ years in sales, business development, or relationship management in financial services; track record …