Associate Wealth Advisor
Waverly Advisors, LLC
- Experience
- 2+ yrs
- Location
- Dayton, Ohio, United States
- Job type
- Full-time
Required skills
- eMoney
- Right Capital
- Money Guide Pro
- Salesforce
- Microsoft Office
- Schwab
- Fidelity
- Pershing
- TradePMR
About the role
Bachelor's degree in finance, business, economics or related field; Series 65 required, CFP preferred; 2-5 years financial services experience; proficiency with financial planning software (eMoney, Right Capital, Money Guide Pro), CRM (Salesforce), and Microsoft Office.
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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