Wiser Wealth is looking for an experienced professional to join our team who is trustworthy, empathetic and service-minded. This person will support our fiduciary and fee-only business model. Our financial advisors must always work in the best interest of the client.

Responsibilities:

• Manage relationships with new and/or existing clients by working with and supervising the work of Planning Associates.
• Prepare and update financial plans, work with clients to obtain necessary information and ensure that it is accurately entered into the firm’s financial planning software.
• Lead client meetings by delivering presentations, facilitating discussions, and preparing information.
• Provide analysis and research when needed to answer client questions and planning options.
• Advise on topics such as investments, retirement, taxes, education planning, insurance, debt, charitable giving, and estate planning.
• Participate in both our Investment Committee and Financial Planning Committee.

Qualifications:

• Bachelor’s degree in finance, accounting or related field required
• CFP® designation required
• 6-8 years of financial service industry experience preferred
• Minimum of 5 years of experience leading client relationships
• Experience working with high-net-worth individuals is a plus
• Proficient with financial planning, CRM, and portfolio reporting software
• A genuine interest in helping clients achieve financial goals

Competitive benefits package plus bonus opportunities. Designation, association and continuing education expenses paid for by the firm.