Careers at Wiser Wealth Management

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Financial Advisor

Wiser Wealth Management is a rapidly growing fiduciary and fee-only financial services firm located in downtown Marietta. We offer comprehensive financial planning, portfolio management and through our partners, tax, insurance, and legal services.

Our firm is looking for a trustworthy, empathetic, and service-minded individual to help our clients build a path to financial independence. This will be done within a fiduciary and fee-only business model. Candidate must always work in the best interest of the client.

The Financial Advisor role will support the President and Senior Advisor in business development. This will include meeting with prospective clients in person, over the phone and via web conference. This position will also foster relationships of existing clients through conducting annual review meetings and financial plan updates. He/she will be a part of the firm's Investment Committee & Financial Planning Committee. Other responsibilities include a role in company branding and various marketing efforts.

The ideal candidate will hold at least a Series 65 license. A CFP® and/or CFA® designation is strongly preferred. A minimum of 5 years of client-facing financial advisory experience is required. Previous experience working with high-net-worth clients is a plus. This person must be willing to support our firm's fiduciary and fee-only business model.

Excellent benefits package included plus yearly bonus opportunities. Continuing education expenses paid for by the firm.

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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678-905-4450[email protected]
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