Wealth Advisor: Clients & Growth Leader

Waverly Advisors, LLC

Cincinnati, OH

JOB DETAILS
SKILLS
Business Development, Customer Satisfaction, Customer Support/Service, Entrepreneurship, Financial Planning, Financial Services, Health Plan, High Net Worth, Relationship Management, Sales Management
LOCATION
Cincinnati, OH
POSTED
1 day ago

Waverly Advisors, LLC in Cincinnati, Ohio is in search of a Wealth Advisor to provide essential support to high-net-worth clients. This role emphasizes relationship management, financial planning, and business development initiatives to enhance client satisfaction.The ideal candidate will possess a minimum 5-7 years of financial services experience, a strong entrepreneurial spirit, and a commitment to exceptional client service. This position offers comprehensive health benefits, a 401(k) plan, and a supportive work environment.#J-18808-Ljbffr

About the Company

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Waverly Advisors, LLC