WizeHire, Inc
Posted a month ago
Are you an experienced Financial Advisor with a solid book of business—but looking for a platform that truly helps you scale, increase revenue, and deliver more value to clients?
If so, this may be the best career move you’ll ever make.
Responsibilities
Manage and service your existing clients
Grow your book with warm inbound opportunities
Deliver comprehensive retirement and financial plans
Provide clients with guaranteed income, tax strategies, and long-term planning solutions
Work collaboratively with our planning and case design team
Educate clients and guide them toward smart, stable financial decisions
Qualifications We are recruiting an advisor who is:
Currently licensed (Life/Health ideal; Series 65/7 is a bonus, CFP doesn't hurt)
Already managing a book of business
Motivated to scale with a more supportive platform
A fiduciary-minded professional who puts clients first
A strong communicator who enjoys building long-term relationships
Interested in expanding into tax planning, annuities, and retirement income planning
Compensation $60,000 yearly
We are a fast-growing, client-focused financial planning team specializing in retirement income planning, wealth preservation, tax-efficient strategies, and guaranteed income solutions.
Our Mission
Help advisors grow to their highest earning potential
We combine top-tier planning tools, in-house support, innovative retirement solutions, and a team-driven culture—not the restrictive corporate environment you may be used to.
#J-18808-Ljbffr
Are you an experienced Financial Advisor with a solid book of business—but looking for a platform that truly helps you scale, increase revenue, and deliver more value to clients?
If so, this may be the best career move you’ll ever make.
Responsibilities
Manage and service your existing clients
Grow your book with warm inbound opportunities
Deliver comprehensive retirement and financial plans
Provide clients with guaranteed income, tax strategies, and long-term planning solutions
Work collaboratively with our planning and case design team
Educate clients and guide them toward smart, stable financial decisions
Qualifications We are recruiting an advisor who is:
Currently licensed (Life/Health ideal; Series 65/7 is a bonus, CFP doesn't hurt)
Already managing a book of business
Motivated to scale with a more supportive platform
A fiduciary-minded professional who puts clients first
A strong communicator who enjoys building long-term relationships
Interested in expanding into tax planning, annuities, and retirement income planning
Compensation $60,000 yearly
We are a fast-growing, client-focused financial planning team specializing in retirement income planning, wealth preservation, tax-efficient strategies, and guaranteed income solutions.
Our Mission
Help advisors grow to their highest earning potential
We combine top-tier planning tools, in-house support, innovative retirement solutions, and a team-driven culture—not the restrictive corporate environment you may be used to.
#J-18808-Ljbffr