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Financial Planner

Waverly Advisors, LLC · Lafayette, IN · All 6 Waverly Advisors, LLC jobs

Work pattern
On-site
Posted
10 Jul 2026

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Required skills, as the advert states them

  • Communication Skills
  • Microsoft Office
  • Excel
  • Attention To Detail

Nice to have

  • Compliance
  • Tax
  • Risk Management
  • Salesforce

About this opportunity

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.

Read the full advert and apply on Waverly Advisors, LLC's site →

Collected from Waverly Advisors, LLC's own careers site (Greenhouse). Posted 10 Jul 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.