Associate Wealth Advisor

The Associate Wealth Advisor at Waverly Advisors provides comprehensive support to high-net-worth clients by assisting Wealth Advisors with operational needs, managing client relationships, and participating in advanced financial planning. This role involves facilitating the client consulting process, supporting business development, and executing client requests while building wealth management acumen. The position requires strong communication, organizational, and problem-solving skills to deliver exceptional client service and operational support.