Wealth Advisor
Waverly Advisors, LLC
- Experience
- 5+ yrs
- Location
- Dayton, Ohio, United States
- Job type
- Full-time
About the role
Bachelor's degree in Finance, Business, Economics or related field; 5-7 years financial services experience; Series 65, CFP, or CFA required; strong communication, networking, and client management skills.
About Waverly Advisors, LLC
Fee-only fiduciary RIA serving high-net-worth individuals, families, business owners, institutions, and retirement plans with integrated wealth planning.
This page is fully interactive when JavaScript is enabled. Please enable JavaScript to apply or browse related roles.
.png1512734348868){kind=logo}
