Careers at Wiser Wealth Management

Why Work at Wiser?

Our firm is looking to add trust-worthy, service minded and empathetic individuals to grow our team. If you are passionate about helping others, apply to one of our open positions below.

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MAKE A DIFFERENCE

Many firms are focused on their bottom line, not the client’s bottom line or even supporting their community. While Wiser is built to offer tailored services to high net worth clients, we also help those that aspire to these levels through our hourly planning and robo-advisor services.

PERSONALIZED CAREER PROGRESSION

With double digit growth over the last 5 years, Wiser offers many career growth opportunities. Investing in our team members’ continued education strengthens our offering to clients and builds team member confidence.

COMPETITIVE PAY & BIG COMPANY BENEFITS

Wiser offers industry competitive pay with 401k matching, healthcare, dental, vision, short-term & long-term disability, life insurance, paid time off and family schedule flexibility.

PURPOSE DRIVEN CULTURE

Our firm is on a mission to deliver unbiased financial advice to anyone who shows up at our door, so that all families in our community can experience financial success.

make-a-difference-icon

MAKE A DIFFERENCE

Many firms are focused on their bottom line, not the client’s bottom line or even supporting their community. While Wiser is built to offer tailored services to high net worth clients, we also help those that aspire to these levels through our hourly planning and robo-advisor services.

PERSONALIZED CAREER PROGRESSION

With double digit growth over the last 5 years, Wiser offers many career growth opportunities. Investing in our team members’ continued education strengthens our offering to clients and builds team member confidence.

COMPETITIVE PAY & BIG COMPANY BENEFITS

Wiser offers industry competitive pay with 401k matching, healthcare, dental, vision, short-term & long-term disability, life insurance, paid time off and family schedule flexibility.

PURPOSE DRIVEN CULTURE

Our firm is on a mission to deliver unbiased financial advice to anyone who shows up at our door, so that all families in our community can experience financial success.

Our Interview Process

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Submit Your Info

We will review applications for certain skill sets, work history and other criteria.

Video Chat Interview

A brief video call will be requested to evaluate qualified candidates.

Office Interview

An office interview will be scheduled to meet candidates face-to-face.

Complete Assessment

A short assessment will be sent to determine workplace personality and cohesiveness.

Job Offer

We will make an offer to the candidate we feel is best suited for the role.

Current Positions

  • We are looking to add an Administrative Assistant to our team to support our front office operations.

  • We are hiring for a Client Operations Specialist to join our team and help us provide the best service to our clients.

  • We are looking for a new team member to help build financial plans for our clients, while gaining valuable experience to becoming a Financial Advisor.

  • We are looking for an experienced financial advisor dedicated to providing unbiased advice and outstanding service to our clients.

Core Values

Trustworthy

We are honest, truthful, and dependable. We show respect to our clients and earn their trust by acting with integrity.

Service-Minded

Service-Minded

We are mindful of our client’s spoken and unspoken needs and are driven to find solutions to their problems.

Empathetic

Empathetic

We listen to our client’s concerns and empathize with their individual circumstances in order to provide them a personalized path to financial success.

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Professional

We represent our brand in a professional manner and always err on the side of being conservative in our behavior.

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Accountability

We take initiative to solve problems and hold ourselves accountable for our actions.

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Click here to learn more about awards we have received as well as our firm’s ratings, advisor designations and associations.