At Wiser Wealth Management, we know that many people are afraid of making the wrong financial decisions and are unsure of who to trust to solve their financial problems. We believe everyone should have a trusted financial advisor working in their best interest, so we have created a conflict-free financial planning and portfolio management process designed to provide our clients a path to financial success.
· We are looking for individuals passionate about guiding others to financial success to join our advisory team.
· Strong research and analytical skills needed with a bachelor’s degree in Financial Planning or similar field.
· Individuals must work well in a team environment and have great communication skills.
The Financial Advisor role is responsible for building client relationships and converting prospects into clients. This position will guide new clients through the financial planning process, run annual review meetings and be the main point of contact for existing clients. This position will serve on the Investment and Financial Planning Committees. Financial Advisors will also assist in the marketing of the firm through writing blogs, recording videos, and other media for our social platforms. This position requires a CFP® designation.
Excellent benefits package included plus bonus opportunities.
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