Client-Focused Wealth Advisor Associate

Waverly Advisors, LLC in Lafayette, IN seeks an Associate Wealth Advisor to support high-net-worth clients under experienced Wealth Advisors. You'll assist with client relationships, planning, and operational needs, while learning in a mentorship-driven environment.The role focuses on financial planning, client service, and collaboration with planners to craft tailored strategies and maintain strong client outcomes.#J-18808-Ljbffr