Wizehire
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Licensed Financial Advisor
role at
Wizehire .
As a Licensed Financial Advisor, you will act as a trusted guide for individuals and families as they navigate life’s most significant financial decisions. From saving for education and purchasing a first home to planning for retirement and building lasting generational wealth, you’ll help clients achieve clarity, confidence, and long-term security. Backed by comprehensive training, personalized mentorship, and ongoing support, you’ll be empowered to build a thriving practice while making a meaningful impact in the lives of those you serve.
What We Provide
Seamless transition support for experienced Financial Advisors
A tailored onboarding experience with dedicated, hands‑on mentorship
A collaborative, team‑driven culture committed to shared success
Access to advanced financial planning tools and a wide range of industry‑leading products
A clear and flexible career path with transparent advancement opportunities
Who You Are
Enterprising, motivated, and self‑directed
Passionate about helping others achieve financial clarity and confidence
Guided by integrity, empathy, and a strong sense of responsibility
Committed to continuous learning, growth, and professional development
Compensation
A competitive compensation structure including commissions, performance bonuses, and renewal income
Full ownership of client relationships and your book of business
The flexibility to design your schedule and build the lifestyle you want
$70,000 - $150,000
Benefits
Comprehensive health benefits, including medical, dental, vision, life, and disability coverage
401(k) with employer match and access to a Health Savings Account (HSA)
Licensing support, sponsorship, and ongoing professional education
Recognition programs, incentive travel, and robust career development opportunities
Access to in‑house financial planning resources and specialized advisory teams
Responsibilities
Provide personalized financial planning solutions to support clients in achieving both their short‑term and long‑term goals.
Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness.
Assess clients’ financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives.
Qualifications
Authorized to work in the United States.
No need for visa sponsorship.
Must be a local candidate.
Licensure to Start Life & Health, SIE, and 66.
Prior sales experience and/or bachelor's degree.
About Company We are a well‑established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth‑oriented environment is ideal for individuals passionate about financial planning, relationship building, and long‑term client success.
Why Join Us?
Play a key role in delivering tailored, high‑quality financial planning
Make a direct impact in a boutique, client‑centered environment
Collaborate with experienced advisors and expand your industry expertise
Thrive in a firm that values professionalism, precision, and lasting client relationships
Access ongoing professional development and meaningful career advancement opportunities
#J-18808-Ljbffr
Licensed Financial Advisor
role at
Wizehire .
As a Licensed Financial Advisor, you will act as a trusted guide for individuals and families as they navigate life’s most significant financial decisions. From saving for education and purchasing a first home to planning for retirement and building lasting generational wealth, you’ll help clients achieve clarity, confidence, and long-term security. Backed by comprehensive training, personalized mentorship, and ongoing support, you’ll be empowered to build a thriving practice while making a meaningful impact in the lives of those you serve.
What We Provide
Seamless transition support for experienced Financial Advisors
A tailored onboarding experience with dedicated, hands‑on mentorship
A collaborative, team‑driven culture committed to shared success
Access to advanced financial planning tools and a wide range of industry‑leading products
A clear and flexible career path with transparent advancement opportunities
Who You Are
Enterprising, motivated, and self‑directed
Passionate about helping others achieve financial clarity and confidence
Guided by integrity, empathy, and a strong sense of responsibility
Committed to continuous learning, growth, and professional development
Compensation
A competitive compensation structure including commissions, performance bonuses, and renewal income
Full ownership of client relationships and your book of business
The flexibility to design your schedule and build the lifestyle you want
$70,000 - $150,000
Benefits
Comprehensive health benefits, including medical, dental, vision, life, and disability coverage
401(k) with employer match and access to a Health Savings Account (HSA)
Licensing support, sponsorship, and ongoing professional education
Recognition programs, incentive travel, and robust career development opportunities
Access to in‑house financial planning resources and specialized advisory teams
Responsibilities
Provide personalized financial planning solutions to support clients in achieving both their short‑term and long‑term goals.
Develop comprehensive financial plans and thoroughly review all work to ensure accuracy and completeness.
Assess clients’ financial information, create tailored strategies, and guide them toward successfully reaching their financial objectives.
Qualifications
Authorized to work in the United States.
No need for visa sponsorship.
Must be a local candidate.
Licensure to Start Life & Health, SIE, and 66.
Prior sales experience and/or bachelor's degree.
About Company We are a well‑established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. Our professional, growth‑oriented environment is ideal for individuals passionate about financial planning, relationship building, and long‑term client success.
Why Join Us?
Play a key role in delivering tailored, high‑quality financial planning
Make a direct impact in a boutique, client‑centered environment
Collaborate with experienced advisors and expand your industry expertise
Thrive in a firm that values professionalism, precision, and lasting client relationships
Access ongoing professional development and meaningful career advancement opportunities
#J-18808-Ljbffr