Financial Planning Associate
Are you ready to jumpstart your career in financial planning? We’re looking for a driven and enthusiastic Financial Planning Associate to join our team. In this role, you’ll partner with Senior Financial Advisors to help develop personalized financial plans and support clients in reaching their financial goals. This is a hands-on opportunity to gain real-world experience while working one-on-one with clients and learning from seasoned professionals. You’ll also have opportunities to contribute to our social media, blog, podcast, and video content. Whether you’re a recent grad or bringing some experience, we foster an environment where you can learn, grow, and succeed. The training and experience in this role can lead to a Financial Advisor position at our firm.

What We’re Looking For:

• A bachelor’s degree in finance or a related field. 
• Prior experience is not required, but would be valuable if it is related to financial planning and/or financial service, taxes, or accounting
• Interested in or already actively pursuing the CERTIFIED FINANCIAL PLANNER® certification
• Strong analytical and problem-solving skills
• Ability to thrive in a fast-paced environment
• Excellent communication skills, both verbal and written
• Ability to prioritize and complete multiple time-sensitive tasks

Why Wiser?

• Career growth track toward becoming a financial advisor
• Competitive salary based on industry experience
• Comprehensive benefits package (Medical, Dental and Vision coverage, 401k plan and match, Life Insurance, Short-Term and Long-Term disability, etc.)
• CFP® certification support, prep courses, and exam reimbursement.

Ready to make an impact by helping others and build your future in financial planning? Apply today!