Careers at Wiser Wealth Management

About The Role

We are seeking a highly motivated Financial Planning Associate to join our growing team. This is an entry-level position designed for a recent graduate who is passionate about financial planning and eager to build a long-term career as a Financial Advisor.

As a Financial Planning Associate, you will work closely with our Financial Advisors to support the financial planning process and help deliver exceptional service to our clients. You will assist in gathering and analyzing client financial data, preparing financial plans, and helping clients stay on track toward their financial goals.

This role is part of our Advisor Development Program, which provides mentorship, hands-on training, and support for pursuing the CFP® designation, with the goal of developing you into a Financial Advisor.

What You Will Do

• Assist Financial Advisors in preparing comprehensive financial plans
• Gather and organize client financial data and documentation
• Analyze client financial situations, including cash flow, investments, retirement planning, insurance, estate planning and tax considerations
• Prepare planning reports and recommendations for advisor review
• Participate in client meetings and follow-up communications
• Initiate internal workflows based on client service needs and plan updates
• Assist with firm initiatives such as educational content, blogs, social media, podcasts, or videos

What You Will Bring

• Bachelor’s degree in Finance, Financial Planning, or a related field
• Interest in pursuing the CFP® designation
• Strong analytical and quantitative skills
• Excellent communication and interpersonal skills
• Detail-oriented with strong organizational skills
• Ability to manage multiple priorities and meet deadlines
• Strong work ethic and commitment to professional excellence

Financial industry experience or an internship is preferred but not required. We are primarily looking for candidates with strong character, curiosity, and a desire to learn.

What We Offer

• Competitive Compensation (based on experience)
• 401(k) with a Company Match
• Join a fee-only, fiduciary firm committed to putting clients first and serving with integrity.
• Be part of a thoughtful, mission-driven team focused on delivering excellence in financial planning and wealth management.
• Opportunity to work in an environment of continuous improvement, where compliance isn’t just a checkbox but a genuine business component that supports client trust and firm culture.
• Bonus opportunities tied to professional development and firm growth
• Comprehensive benefits package
• Full reimbursement for CFP® education, exam preparation courses, and exam fees
• Structured mentorship and career path toward becoming a Financial Advisor