Careers

Office Assistant

The Office Assistant will support the Business Owner and Office Manager. This front-office position provides basic administrative tasks to support the Wiser office that will include scanning and filing documents, mailing paperwork, answering phones and greeting guests. He/she will also be responsible for stocking refreshments and keeping the lobby and conference room prepared for clients. Other administrative tasks and projects will be assigned as needed. This position requires attention to detail, the ability to multi-task and organizational skills. This person should also have excellent computer skills […]

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Finance Intern / Research Analyst

This position will assist the firm’s lead Financial Advisor in performing market research of ETFs, prepping trades for the rebalancing of client accounts, client portfolio/model maintenance, writing articles for the company blog and other related projects. The ideal candidate for this position will be detail-oriented, able to multitask, dependable, organized and a quick learner. Strong Microsoft Excel skills required. Mac skills are a plus. This can be an internship for a rising Junior or Senior studying Finance, Accounting, Business or other related subject. It can also […]

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