Financial Planner / Support Advisor

Eligibility : Bachelor's degree, industry experience
Location : Marietta, GA
Job Category : FInancial Planning
Job Type : Full-time
Hiring Process : Interview, Screening
Designation : CFP, Series 65

Job Profile : Wiser Wealth Management is a growing fiduciary, fee-only financial services firm offering financial planning, portfolio management and through our partners, tax and legal services. We are looking to add a licensed professional to join our team and assist in financial planning, portfolio trading and other areas related to company growth. The Financial Planner / Support Advisor 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 trading on a weekly basis. This position has the potential to grow into an Associate Advisor role within our firm. The ideal candidate will hold a Series 65 license (or be able to obtain within 6 months of hire) and hold the CFP designation or be on the CFP track.

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