Wiser Wealth Management is a rapidly growing fiduciary and fee-only financial services firm located in downtown Marietta. We offer financial planning, portfolio management and through our partners, tax, insurance and legal services.
Our firm is looking for a trust worthy, 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 will support the President and Senior Financial Advisor in business development. This will include meeting with prospective clients in person, over the phone and via web conference. He/she will also be part of our firm’s Investment Committee & Financial Planning Committee. This position will also manage client review meetings. Other responsibilities include a role in company branding and various marketing efforts.
The ideal candidate will hold at least a Series 65 license, and ideally would be working toward a CFP® and/or CFA® designation. A minimum of 5 years of industry experience is required. This person must be willing to support our firm’s fiduciary and fee-only business model.
Excellent benefits package included plus bonus opportunities. Continuing education expenses paid for by the firm.