Logo
Waverly Advisors, LLC

Associate Wealth Advisor - Client-Focused Wealth Planning

Waverly Advisors, LLC, Oregon, Illinois, United States, 61061

Save Job

A financial advisory firm based in Lake Oswego, Oregon, is seeking an Associate Wealth Advisor. This full-time role involves supporting high-net-worth clients by assisting experienced Wealth Advisors, facilitating the client consulting process, and managing operational needs. Ideal candidates will possess strong communication skills, a bachelor's degree, and relevant designations like CFA® or CFP®. Benefits include health, 401K, PTO, and opportunities for professional growth. #J-18808-Ljbffr