Associate Financial Planner
Waverly Advisors, LLC
- Experience
- 1+ yrs
- Location
- Birmingham, Alabama, United States
- Job type
- Full-time
Required skills
- Microsoft Office
- Microsoft Excel
- Right Capital
About the role
CFP certification or intention to obtain; bachelor's degree in financial planning or 1+ year in financial planning; Microsoft Office proficiency; strong communication and analytical skills; ability to lift 15 pounds.
About Waverly Advisors, LLC
Fee-only fiduciary RIA serving high-net-worth individuals, families, business owners, institutions, and retirement plans with integrated wealth planning.
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