Wizehire · 1 week ago
Licensed Financial Advisor
Dunwoody, GA
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $150K/yrWizehire is a well-established boutique financial planning and wealth management firm dedicated to delivering personalized financial strategies and an exceptional client experience. As a Licensed Financial Advisor, you will guide individuals and families through important financial milestones while developing comprehensive financial plans tailored to their needs.
Human ResourcesInternetRecruiting
No H1B
U.S. Citizen Only
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
Obtain licensure prior to start Life & Health, SIE, and 66
Prior sales experience and/or bachelor's degree
Preferred
Business-minded, self-driven professionals
A client-first mindset grounded in strong ethics and integrity
A commitment to continuous learning and professional growth
Benefits
Comprehensive benefits, including health, dental, vision, life, and disability insurance
401(k) with employer match, plus licensing and education support
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