WizeHire, Inc
Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!
Responsibilities
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Serve as a collaborative team player willing to further development through continued training opportunities
Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
Qualifications
Requires a Bachelor’s degree in business administration, finance, or other related field Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Valid FINRA Series 7 & 63/66 preferred but not required Basic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs, is needed Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers We will sponsor candidates for FINRA Series 7/66 required registrations Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Compensation $76,000 at plan earnings About Principal You’ll be part of thenationwide affiliated group of financial professionalswho work with Principal®and have the autonomy to expand your practice on your terms. Principal is a leader in solutions for small and mid-sized businesses, retirement, benefits, and business protection, as well as in investments and asset management. Because your business is unique, we offer multiple ways to affiliate and options for benefits and teaming models, all with the same resources and support. Our level of affiliatedchannel supportcomes with a payout that resembles an independent model. While we help companies offergreat benefits, we do the same for you … and it’s more than the standard compensation and benefits you’d expect.
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Requires a Bachelor’s degree in business administration, finance, or other related field Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential Valid FINRA Series 7 & 63/66 preferred but not required Basic knowledge of computer programs, including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs, is needed Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers We will sponsor candidates for FINRA Series 7/66 required registrations Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Compensation $76,000 at plan earnings About Principal You’ll be part of thenationwide affiliated group of financial professionalswho work with Principal®and have the autonomy to expand your practice on your terms. Principal is a leader in solutions for small and mid-sized businesses, retirement, benefits, and business protection, as well as in investments and asset management. Because your business is unique, we offer multiple ways to affiliate and options for benefits and teaming models, all with the same resources and support. Our level of affiliatedchannel supportcomes with a payout that resembles an independent model. While we help companies offergreat benefits, we do the same for you … and it’s more than the standard compensation and benefits you’d expect.
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