Wizehire · 2 weeks ago
Licensed Financial Advisor
Dunwoody, GA
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $150K/yrWizehire is a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and exceptional client experiences. As a Licensed Financial Advisor, you will provide personalized financial planning solutions, develop comprehensive financial plans, and guide clients toward achieving their financial objectives.
Human ResourcesInternetRecruiting
No H1B
Responsibilities
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
Qualification
Required
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
Benefits
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
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