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Wizehire · 2 weeks ago

Entry-Level Financial Service Professional

Medford, NY

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $100K/yr

Wizehire is committed to providing financial security and peace of mind through their insurance, annuity, and investment solutions. They are seeking motivated financial service professionals to assist clients in achieving a sustainable financial future through a comprehensive training program and ongoing support.

Human ResourcesInternetRecruiting

Responsibilities

Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations

Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services

Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional

Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice

Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances

Qualification

Relationship managementNetworkingIntegrityClient service orientationCommunication skills

Required

Required to effectively network to identify potential new clients

Strong relationship management skills and/or experience required

Must possess uncompromising integrity and the ability to communicate complex ideas

Benefits

Medical

Dental

Vision

Long-term disability

Group term life insurance

Company

Wizehire

WizeHire, the most user-friendly, effective hiring solution for small businesses.

Founded in 2014

Houston, Texas, USA

51-200 employees

https://wizehire.com

Funding

Current Stage

Growth Stage

Total Funding

$37.5M

Key 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

Small Biz Breakdown: Team Trump or Team Musk?

2025-06-09

Small Business Trends

Wizehire Launches AI Assistant to Streamline Small Business Hiring

2025-06-07

PR Newswire

Wizehire Launches AI Recruiting Assistant to Help Small Businesses Hire Faster and Smarter

2025-06-03

Company data provided by crunchbase