Entry-Level Financial Planner & Client Growth Associate

WizeHire, Inc; Detroit (MI); On-site; USD 36,000 - 52,000; Full time

Job summary

WizeHire, Inc. is seeking an entry-level financial representative to join our team in Detroit, MI. This role focuses on helping clients identify and achieve financial goals through a range of planning services and personalized guidance.

The ideal candidate will be eager to learn and grow, gain exposure to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and various investment options while delivering excellent client service.

Qualifications

Responsibilities

• Help clients identify and achieve their financial goals through a variety of planning services.
• Develop foundational skills in risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options.

Job description

WizeHire, Inc. is seeking an entry-level financial representative to join our team in Detroit, MI. This role focuses on helping clients identify and achieve financial goals through a range of planning services and personalized guidance.

The ideal candidate will be eager to learn and grow, gain exposure to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and various investment options while delivering excellent client service.