Licensed Financial Advisor

Job Title: Licensed Financial Advisor

Location: 8606 N NC Hwy 109, Winston Salem, NC 27107
Employment Type: Flexible Schedule
Compensation: Competitive payouts (details discussed during interview)

About Us

The Wiser Family of Companies is an independent financial advisory with a completely open platform. We have multiple clearing relationships: Schwab, Fidelity, Pershing, etc. We are client-focused dedicated to helping individuals, families, and businesses achieve long-term financial success. We combine personalized advice, ethical standards, and modern planning tools to deliver comprehensive financial solutions.

Please take a moment to review our website at www.wiserbenefits.com

Position Overview

We are seeking a motivated, licensed Financial Advisor that enjoys working in a team environment. The ideal candidate works well on a collaborative team, is passionate about building long-term client relationships, providing fiduciary-level guidance, and helping clients navigate investments, retirement, wealth and business planning.

Key Responsibilities

• Develop and maintain trusted relationships with clients by understanding their financial goals, risk tolerance, and life stages
• Provide personalized financial planning and investment recommendations
• Manage and grow a book of business through proactive client engagement and prospecting
• Educate clients on investment strategies, retirement planning, insurance, tax-efficient strategies, and estate planning concepts
• Monitor client portfolios and adjust as needed based on market conditions and client objectives
• Ensure full compliance with regulatory, firm, and ethical standards
• Maintain accurate client records and documentation

Qualifications

• Active financial advisor license(s) (e.g., Series 7 & 66 or Series 65)
• Life and health insurance license (or willingness to obtain)
• Bachelor’s degree in finance, business, economics, or a related field preferred
• CFP®, ChFC®, or other professional designation a plus
• Minimum 3 years of experience in financial advising, wealth management, or a related role
• Strong interpersonal, communication, and strategic advisory skills
• High ethical standards and client-first mindset

What We Offer

• Competitive compensation package with growth potential
• Access to established clients and/or lead generation support
• Ongoing training, mentorship, and professional development
• Modern planning tools and technology
• Supportive, collaborative team environment
• Opportunities for career advancement

How to Apply

Please submit your resume and a brief cover letter outlining your experience and interest in the role to todddavis@wiserwealthcare.com.

Job Type: Full-time

Pay: From $1.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Health savings account
• Professional development assistance

Work Location: In person