Licensed Financial Advisor

Job Title:

Licensed Financial Advisor Location:

8606 N NC Hwy 109, Winston Salem, NC 27107

Employment Type:

Flexible Schedule Compensation:

Competitive payouts (details discussed during interview) About Us The Wiser Family of Companies is an independent financial advisory with a completely open platform.

We have multiple clearing relationships:

Schwab, Fidelity, Pershing, etc. We are client-focused dedicated to helping individuals, families, and businesses achieve long-term financial success. We combine personalized advice, ethical standards, and modern planning tools to deliver comprehensive financial solutions. Please take a moment to review our website at www.wiserbenefits.com Position Overview We are seeking a motivated, licensed Financial Advisor that enjoys working in a team environment. The ideal candidate works well on a collaborative team, is passionate about building long-term client relationships, providing fiduciary-level guidance, and helping clients navigate investments, retirement, wealth and business planning. Key Responsibilities Develop and maintain trusted relationships with clients by understanding their financial goals, risk tolerance, and life stages Provide personalized financial planning and investment recommendations Manage and grow a book of business through proactive client engagement and prospecting Educate clients on investment strategies, retirement planning, insurance, tax-efficient strategies, and estate planning concepts Monitor client portfolios and adjust as needed based on market conditions and client objectives Ensure full compliance with regulatory, firm, and ethical standards Maintain accurate client records and documentation Qualifications Active financial advisor license(s) (e.g., Series 7 & 66 or Series 65) Life and health insurance license (or willingness to obtain) Bachelor's degree in finance, business, economics, or a related field preferred CFP®, ChFC®, or other professional designation a plus Minimum 3 years of experience in financial advising, wealth management, or a related role Strong interpersonal, communication, and strategic advisory skills High ethical standards and client-first mindset What We Offer Competitive compensation package with growth potential Access to established clients and/or lead generation support Ongoing training, mentorship, and professional development Modern planning tools and technology Supportive, collaborative team environment Opportunities for career advancement How to Apply Please submit your resume and a brief cover letter outlining your experience and interest in the role to todddavis@wiserwealthcare.com.

Job Type:

Full-time Pay:

From $1.00 per hour

Benefits:

401(k) 401(k) matching Flexible schedule Health insurance Health savings account Professional development assistance

Work Location:

In person