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© All Rights Reserved. ApplyBlast.com
Waverly Advisors
The Client Service Associate at Waverly Advisors supports client interactions and administrative processes, acting as a liaison between clients and financial advisors. The role involves handling account applications, custodial paperwork, money movements, and coordinating client meetings and quarterly reviews.
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.
6% below the average for this role
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