Waverly Advisors, LLC

Company facts

Founded: 1999
Employees: 400
Headquarters: United States
Type: Private
Funding: Private Equity · $30.1M · 2021
Subsidiaries: Promus Capital Management, Pure Portfolios, Bridge Creek Capital Management

3 jobs

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3 jobs Posted Sort

Waverly Advisors, LLC

2 weeks ago

Director of Compliance

Open 76d Europe

Albania

Oversee daily compliance execution, lead testing and monitoring, and mentor staff for a wealth-management firm regulated under the Investment Advisers Act of 1940.

Risk Assessment

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Waverly Advisors, LLC

4 weeks ago

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…

Business Development CRM Networking Process Improvement Salesforce

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Waverly Advisors, LLC

2 months ago

Client Service Manager

Open 107d

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…

Salesforce

Apply

Director of Compliance

Business Development Officer

Client Service Manager

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