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© All Rights Reserved. ApplyBlast.com
Waverly Advisors
Waverly Advisors is seeking an experienced Senior Financial Planner to join their Atlanta, GA office and play a key role in delivering comprehensive financial planning services to clients. This position involves conducting thorough financial assessments, developing personalized financial plans, and collaborating with clients and internal teams to help them achieve their financial goals. The ideal candidate will have a passion for serving others, strong communication skills, and a CFP certification.
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.
38% above the average for this role