Senior Financial Planner — Client‑Focused Wealth & Planning

Waverly Advisors, LLC; Atlanta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match and profit sharing

Twelve paid holidays

Birthday vacation day

Flexible time off with no annual PTO-l

Sabbatical after seven years

Competitive compensation

Job summary

Waverly Advisors, LLC in Atlanta, GA seeks an experienced Senior Financial Planner to deliver comprehensive financial planning and client service. You will lead planning efforts, gather data, and tailor strategies across investments, retirement, taxes, and estate planning.

The role emphasizes client communication, teamwork, and adherence to regulations, with opportunities to advance and contribute to community impact. Strong Excel and planning software skills are essential.

Qualifications

• Bachelor’s degree in Finance, Financial Planning, Business, or related field.
• 3–5 years’ experience in financial planning in financial services.
• CFP Certification (preferred).
• Proficient with eMoney, Right Capital, or Money Guide Pro; EMoney preferred.
• Experience with Salesforce, Orion, and Schwab preferred.
• Strong communication, professionalism, and integrity.

Responsibilities

• Conduct financial assessments to understand clients’ goals, risk tolerance, and preferences.
• Develop personalized financial plans including investments, retirement, tax, and estate strategies.
• Gather and summarize financial planning deliverables using planning software.
• Collaborate with clients to implement plans and monitor progress over time.
• Stay up-to-date with market trends, regulations, and best practices.
• Build and maintain strong client relationships through regular communication and proactive support.
• Educate clients on financial concepts to improve literacy and decision-making.
• Collaborate with team members to deliver holistic planning solutions.

Skills

Client communication

Financial planning

Analytical skills

Team collaboration

Empathy

Self-motivation

Regulatory compliance

Excel proficiency

Salesforce experience

Orion/Schwab experience

Education

Bachelor’s degree in Finance/Financial Planning/Business

CFP Certification

Tools

eMoney

Right Capital

Money Guide Pro

Salesforce

Orion

Schwab

Excel

Job description

Waverly Advisors, LLC in Atlanta, GA seeks an experienced Senior Financial Planner to deliver comprehensive financial planning and client service. You will lead planning efforts, gather data, and tailor strategies across investments, retirement, taxes, and estate planning.

The role emphasizes client communication, teamwork, and adherence to regulations, with opportunities to advance and contribute to community impact. Strong Excel and planning software skills are essential.