Senior Financial Planner — Holistic Planning Leader
Waverly Advisors, LLC
Waverly Advisors, LLC is seeking an experienced Senior Financial Planner in Atlanta, GA. This role plays a key role in providing comprehensive financial planning services to help clients achieve their financial goals. The ideal candidate will have 3-5 years of experience, a Bachelor's degree in Finance, and strong proficiency in eMoney. Benefits include health, dental, and vision coverage, a 401(k) plan, and unlimited PTO for work-life balance. #J-18808-Ljbffr Waverly Advisors, LLC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner — Holistic Planning Leader in Atlanta, GA vacancy
- ...cultivating long-term client relationships, advising on complex financial needs, and driving organic growth through client retention and... ...in a relevant field, and strong skills in investment and tax planning. Join a flexible, collaborative workplace focused on greater...SeniorFlexible hours
- We are looking to add an experienced Senior Financial Planner to the team in our Atlanta, GA office... ...in providing comprehensive financial planning services to our clients, helping them... ...Collaborate with other team members to deliver holistic financial planning solutions to...SeniorWork at officeLocal area
- ...market research, and strategic planning within an Agile,... ...relationships with stakeholders, senior management, and staff working... ...with loved ones in all stages. Holistic Wellbeing programs to support... ...physical, emotional, social, and financial health, including access to an...SeniorTemporary work
- ...market research, andstrategic planning within an Agile,... ...relationships with stakeholders, senior management and staff working... ...with loved onesin all stages Holistic Wellbeing programsto support... ...physical, emotional, social, and financial health, includingaccess to an...SeniorTemporary work
- ...equipment manufacturer located in the Atlanta area is seeking a Senior Manager of Human Resources. This critical role involves... ...functions, including talent acquisition. Strong leadership, strategic planning, and interpersonal skills are essential, along with experience...SeniorRemote work
ASV , Inc.
Atlanta, GA4 days ago - Cooper Lighting Solutions is seeking an experienced Senior Financial Planner to join their team in Atlanta, GA. This position plays a crucial role in delivering comprehensive financial planning services to clients, guiding them in achieving their financial objectives. Key...Senior
- A financial services firm in Atlanta, GA is searching for an experienced Senior Financial Planner. This role involves providing comprehensive financial planning services to clients and maintaining strong client relationships. Ideal candidates should possess a Bachelor'...SeniorFlexible hours
- Cooper Lighting Solutions is seeking a Premier Financial Planning Leader to deepen client relationships and enhance teammate skills related to mass affluent clients. The role focuses on managing and preparing financial plans, ensuring compliance, and delivering expert advice...Senior
- ...Logistics Management position in Atlanta, Georgia. The role involves managing logistics operations, providing technical expertise, and planning resources to meet competing priorities. Candidates should have at least 6 years of experience in logistics and a bachelor's degree...Senior
- Georgia Transmission is seeking a finance professional to manage budgeting and financial planning processes. The ideal candidate will have 10 years of corporate finance experience with an emphasis on budgeting. An educational background in Finance or related field is required...Senior
- ...possess strong leadership and communication skills and have experience in agile methodologies. With responsibilities in strategy, planning, and execution, the Sr. Manager will drive alignment between products and stakeholders while fostering talent within teams. A Bachelor...Senior
- A leading technology firm in Atlanta is seeking a senior professional with over 15 years of experience in supply chain management, particularly... .... Candidates should possess a deep understanding of production planning, execution, and logistics, along with proficiency in major ERP...Senior
- ...Manager in Atlanta, GA to attract and develop top talent while overseeing cross-functional product teams. The role focuses on strategic planning, execution, and delivering high-quality products that enhance customer satisfaction. The ideal candidate will have over 6 years of...Senior
- ...relationships. Candidates must have a Bachelor's Degree in Accounting and at least 4 years of relevant experience. Proficiency in tax planning, client relationship management, and team leadership is essential. The position offers a competitive salary range and a...SeniorFull timeLocal area
- McMillan Pazdan Smith, based in Atlanta, GA, is looking for a Healthcare Planner to lead project planning and execution in healthcare design. This role requires strong leadership and facilitation skills to engage with clients while managing project resources effectively...Senior
- McMillan Pazdan Smith, located in Atlanta, Georgia, is seeking an experienced Healthcare Planner to lead healthcare planning projects with a focus on acute care and ambulatory facilities. The ideal candidate will have over 10 years of relevant experience and strong planning...Senior
- ...Atlanta, Georgia, is searching for a seasoned Integrated Media Planner to lead omnichannel media strategies and mentor junior team members... .... You will be involved in key client conversations, oversee planning accuracy, and foster a collaborative team environment. Ideal...Senior
- McMillan Pazdan Smith in Atlanta, Georgia, is looking for an experienced Healthcare Planner to lead strategic planning initiatives in healthcare facilities. The ideal candidate will have a minimum of 10-15 years of relevant experience, ensuring project delivery that meets...Senior
$117.4k - $216.9k
Salesforce, Inc. is seeking a Manager/Sr. Manager for Product Financial Planning & Analysis in Atlanta, Georgia. This hybrid role combines remote work with office presence, focusing on financial modeling, strategic partnerships, and executive presentations. Candidates...SeniorWork at officeRemote work- Truist is looking for a Premier Financial Planning Leader based in Atlanta, Georgia. This role involves deepening client relationships and enhancing the skills of teammates to provide tailored financial advice. The successful candidate will manage financial plans and participate...Senior
- A leading design firm in Atlanta is seeking experienced candidates for leadership roles in Landscape Architecture, Land Planning, or Business Development. The ideal candidates will have extensive experience, strong business development skills, and the ability to lead creative...Senior
$155k - $247k
NFP Corp in Atlanta is seeking an accomplished office leader to oversee its Property & Casualty (P&C) practice. The role emphasizes client retention, workforce planning, and collaboration with brokerage teams to ensure excellence in client management. The ideal candidate...SeniorWork at office- A confidential public accounting firm seeks a Tax Senior Associate to prepare and review complex tax returns, support tax planning, and guide junior staff. Candidates should have 2-4 years in public accounting, a Bachelor's degree in accounting, and preferably a CPA license...SeniorWork at office
- Elevance Health is seeking an Event Planner based in Atlanta, Georgia, who will take responsibility for planning various events for senior management, marketing, and sales. The candidate should be organized and proactive, possessing strong communication skills and learning...SeniorWork at officeFlexible hours2 days per week
$150k - $185k
Amentum is a global leader in advanced engineering and innovative technology... ...all 7 continents. The Pricing Senior Manager directs the administration and strategic planning, analysis, spreadsheet... ...Directs and manages people and financial resources to achieve company strategic...SeniorRemote jobHourly payContract workLocal area- Floor & Decor Holdings Inc. is looking for a Senior Inventory Strategist based in Atlanta, Georgia, to oversee complex inventory challenges and develop strategic replenishment plans. This role requires collaboration with Merchandising, Supply Chain, and more to enhance...Senior
- NextGenEnergyJobs is looking for a Senior Tax Manager for their Atlanta office. This role involves managing complex tax engagements, providing tax planning and consulting services, and ensuring compliance with all relevant tax laws. The ideal candidate will have at least...SeniorWork at officeFlexible hours
- TSW is seeking a Senior Planner / Atlanta Planning Studio Manager to lead the Atlanta-based planning practice, overseeing day-to-day operations, staff mentorship, and complex planning projects. This strategic role involves shaping the direction of TSW’s planning initiatives...Senior
- Judson Group is seeking a Lead Advisor in Atlanta, GA, to serve high-net-worth clients and collaborate with firm leadership. The ideal candidate will have over 10 years of experience in the RIA or wealth management space, excelling in client relationship management and ...Senior
- Georgia-Pacific is looking for a Senior Inventory Analyst to join their Supply Chain Strategy Team in Atlanta, GA. This role involves... ...master data for SAP Inventory Optimization, collaborating with planning to manage service, cost, and working capital. You will also work...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planner — Holistic Planning Leader. Be the first to apply!
Related searches
- strategic finance associate Atlanta, GA
- associate leveraged finance Atlanta, GA
- oracle cloud financials consultant Atlanta, GA
- associate corporate finance Atlanta, GA
- oracle financial functional consultant Atlanta, GA
- financial planner Atlanta, GA
- junior oracle financial functional consultant Atlanta, GA
- international financial advisor Atlanta, GA
- financial advisor part time Atlanta, GA
- estate planning consultant Atlanta, GA