Wizehire · 7 hours ago
Entry-Level Financial Advisor
Roseville, CA
Full-time
Onsite
New Grad, Entry Level
$62K/yr - $259K/yrWizehire is a company focused on the financial well-being of individuals, families, and small businesses. They are seeking self-motivated professionals to provide financial planning and investment solutions while building long-term client relationships.
Human ResourcesInternetRecruiting
Responsibilities
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
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
Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer
Research and provide financial advice and strategies through educational meetings or seminars that are suitable based on client risk tolerance and financial objectives
Qualification
Required
Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
Required to effectively network to identify potential new clients
Relationship management skills are required
Benefits
Medical, dental, vision, life, disability insurance
Retirement benefits, including a 401(k) with a match
Cash balance pension
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