Senior Financial Planner — Holistic, Client-Focused Planning
Waverly Advisors, LLC
Waverly Advisors, LLC in Atlanta, GA is seeking a Senior Financial Planner to deliver comprehensive financial planning and client service. You will analyze client goals, create personalized plans, and coordinate with wealth advisors to implement strategies. The ideal candidate has 3–5 years of financial planning experience, CFP certification, and strong communication skills to explain complex concepts clearly. Travel to meet clients may be required. #J-18808-Ljbffr Waverly Advisors, LLC
Vacancy posted 5 days ago
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