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.
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 those levels through our flat fee financial planning service.
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
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 those levels through our flat fee financial planning service.
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
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
Have questions about an open position? Reach out to us at careers@wiserinvestor.com.
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
We are mindful of our client’s spoken and unspoken needs and are driven to find solutions to their problems.
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.
Professional
We represent our brand in a professional manner and always err on the side of being conservative in our behavior.
Accountability
We take initiative to solve problems and hold ourselves accountable for our actions.
Click here for important disclosure information and to learn more about awards we have received and our firm’s ratings, advisor designations, and associations.
