Careers at Wiser Wealth Management

Financial Planning Associate

We are seeking a highly motivated Financial Planning Associate to join our team. As a Financial Planning Associate, you will play a critical role in helping our Senior Financial Advisors prepare financial plans for our clients. You will work closely with clients to understand their financial objectives, analyze their current financial status, and assist in the development of personalized financial plans. Other responsibilities may include providing content for social media, blogs, podcasts and videos. This role has the potential to grow into a Financial Advisor through our training program.

Ideal Candidate will Possess the following:

  • Bachelor’s degree in a Finance related field.
  • Pursuing CFP® designation is preferred.
  • Strong analytical and quantitative skills.
  • Excellent communication and interpersonal skills.
  • Detail-oriented with a high level of accuracy.
  • Strong work ethic and commitment to the highest standards of excellence.
  • Ability to work in a fast-paced environment, prioritize and meet deadlines.

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. Reimbursement for CFP® certification courses, prep courses and registration provided.

To be considered for this position, please upload a current resume and cover letter explaining your work experience and why you think you would be a good fit for this role. The next section gives you an opportunity to upload a brief video explaining a little about yourself and what kind of job you are looking for.

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