Careers at Wiser Wealth Management

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Financial Advisor / Financial Planning Specialist

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 / Financial Planning Specialist 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. 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 as well as 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.

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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5.0
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