Support Advisor – Portfolio & Planning

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 for a Support Advisor to join our team and assist in financial planning, portfolio trading and other areas related to company growth. The Portfolio & Planning 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 for the Support Advisor 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 or similar 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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