Licensed Financial Advisor

Join to apply for the Licensed Financial Advisor role at Wizehire
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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.

• 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

• 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

• 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

• 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

• 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.

• 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.

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.

• 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