Wizehire · 1 week ago
Financial Associate - Training Provided
Braintree, MA
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $60K/yrWizehire is seeking motivated individuals to join their team as Financial Associates, providing financial advice and guidance to clients. The role involves developing client relationships, offering tailored financial strategies, and ensuring compliance with industry standards, all while receiving comprehensive training and support.
Human ResourcesInternetRecruiting
Responsibilities
Attend virtual and in-person training to enhance financial expertise
Collaborate with coaches and other team members on client cases
Develop client relationships and provide tailored financial strategies
Offer solutions in insurance, asset accumulation, and retirement planning
Utilize marketing tools and resources to grow the client base
Ensure compliance with financial industry standards and licensing requirements
Qualification
Required
Driven
Coachable
Competitive
Resilient
Strong Work Ethic
Track Record of Leadership and Success
People Orientated
Self-motivated
Excellent communication and relationship-building abilities
Must be authorized to work in the US
Benefits
Flexible schedule
Full Benefits (Health, Dental, 401(k), Pension, Vision, HSA, Life, DI)
Bonuses & Commissions
Company-Sponsored Destination Trips Worldwide
We offer a hybrid work model. Candidates should expect to attend live in-person team meetings and training during the work week.
Company
Wizehire
WizeHire, the most user-friendly, effective hiring solution for small businesses.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$37.5MKey Investors
Tiger Global Management
2022-05-10Series B· $30M
2021-02-09Series A· $7.5M
Leadership Team
Sid Upadhyay
Co-founder & CEO
Nick Carneiro
Chief Technology Officer
Recent News
Small Business Trends
2025-06-09
Small Business Trends
2025-06-07
Company data provided by crunchbase