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 […]

Read More

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 […]

Read More

Research Analyst

The Research Analyst will support the Lead Advisor in coordinating client financial plans with their investment portfolio. He/she will primarily be responsible for compiling and analyzing client data to develop financial plans within our software. This will include in-depth research and plan manipulation to reach the desired plan objectives. Other responsibilities will include weekly portfolio reporting, rebalancing of portfolios, 401k allocations, writing blog posts and he/she will perform the firm’s trading on a weekly basis. This Research Analyst position is a back-office role with limited […]

Read More

Recent Tweets

wwm twitter

Open a Roth IRA For Your Kid https://t.co/bvlFYFtr0s
- Wednesday Dec 12 - 5:00pm

wwm twitter

7 Year-End Wealth Management Strategies https://t.co/brR5ZSDShA
- Monday Dec 10 - 5:00pm

wwm twitter

25 stunning Christmas light displays around the world https://t.co/n6e7tNocX7
- Saturday Dec 8 - 5:00pm