Associate Financial Advisor

WizeHire, Inc; Los Angeles (CA); On-site; USD 45,000 - 65,000; Full time

Job summary

WizeHire, Inc. in Los Angeles invites applications for an entry-level financial advisor role focused on helping clients reach their financial goals through comprehensive planning services, including risk management, estate planning, debt and investment management.

You will develop practical skills across real estate, retirement planning, mutual funds, and investment options while delivering excellent client service and building a foundation for professional growth.

Qualifications

• Entry-level financial advisor role with growth potential.
• Exposure to risk management, estate planning, debt and investment management.
• Strong client service orientation and willingness to start the application process.

Responsibilities

• Identify and help clients achieve their financial goals through planning services.
• Support clients across risk management, estate planning, debt repayment, and investment strategies.
• Collaborate with the team to deliver comprehensive financial planning services.

Job description

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!