Waverly Advisors
Waverly Advisors is seeking an Associate Wealth Advisor to provide comprehensive support to high-net-worth clients and experienced Wealth Advisors in their Dayton, OH office. The role involves assisting with operational needs, managing client relationships, and actively participating in advanced financial planning processes. This position offers an opportunity to develop client advisory skills under the mentorship of a seasoned team while driving organic growth and delivering exceptional service.
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.
Waverly Advisors didn’t post a salary, so this is our estimate from similar listings.