Careers at Wiser Wealth Management

Financial Planning Associate

The Financial Planning Associate role will support the firm’s Senior Financial Advisors in developing client financial plans through data entry and in-depth industry research and analysis. This person will primarily be responsible for compiling and analyzing client data within our software. Other responsibilities will include providing content for social media, blogs, podcasts and videos. The Financial Planning Associate will also be trained on various software used by our firm to gain industry experience. This role has the potential to grow into a Financial Advisor at our firm through our training program.
Financial industry experience is preferred but not required. Excellent benefits package included plus bonus opportunities based on personal development and company growth. Starting salary is based on industry experience. The ideal candidate would be in the process of obtaining their CERTIFIED FINANCIAL PLANNER™ certification. Reimbursement for CFP® certification courses, prep work and registration provided.
Excellent benefits package included plus bonus opportunities.
To be considered for this position, please upload a current resume, a cover letter explaining your work experience and why you think you would be a good fit for this job as well as a brief video explaining a little about yourself and what kind of job you are looking for.

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