Waverly Advisors
Waverly Advisors is seeking an Associate Financial Planner to provide comprehensive financial planning services and help clients achieve their financial goals. This role involves conducting financial assessments, developing personalized plans, and collaborating with clients and team members to deliver holistic solutions. The position requires strong communication skills, a passion for serving others, and a commitment to upholding the firm's guiding principle of 'Serve.'
As a fee-only fiduciary, our financial advisors offer asset and wealth management, investment, tax, estate and financial planning services.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Waverly Advisors.