WETYR ยท 1 day ago
Financial Services Professional
United States
Full-time
Remote
New Grad, Entry LevelWETYR is expanding its advisory platform and is seeking high-caliber individuals interested in building a long-term career in financial services and wealth management. This role involves developing into a trusted financial advisor, advising clients on wealth protection and long-term planning strategies, while receiving structured training and mentorship.
Management Consulting
No H1B
U.S. Citizen Only
Responsibilities
Develop into a trusted financial advisor serving individuals and families
Advise clients on wealth protection, accumulation, and long-term planning strategies
Build, manage, and grow a personal book of business
Learn and apply modern marketing and client acquisition strategies
Conduct client consultations and maintain long-term advisory relationships
Uphold the highest ethical and professional standards in all client interactions
Continuously develop financial knowledge and advisory skills
Collaborate with leadership, mentors, and internal teams to support client outcomes
Qualification
Required
U.S. citizenship (required)
Strong interest in financial services or wealth management
Desire to become a professional advisor, not just a salesperson
Entrepreneurial mindset with a long-term career focus
Strong interpersonal and communication skills
Comfort discussing financial topics with clients
Competitive drive with a high ethical standard
Excellent work ethic and self-discipline
Ability to manage time independently and work with autonomy
Commitment to personal and professional growth
Interest in work-life balance through career design, not limitation
Ability to learn quickly and pass required exams is essential
Preferred
Background in financial services, sales, consulting, or advisory roles
Experience managing personal investments or retirement accounts (e.g., 401(k))
Strong academic background or demonstrated test-taking ability
Experience with relationship-based sales or client-facing roles
Entrepreneurial experience or business ownership
Prior insurance licensing experience
Experience selling or advising on: Whole Life Insurance, Term Life Insurance, Universal Life Insurance
Benefits
Company-sponsored professional licensing
Clear career progression within wealth advisory services
Long-term income and equity-building potential
Flexibility and autonomy as your advisory practice grows
Mentorship from experienced financial professionals
Exposure to one of the largest generational wealth transitions in history
Opportunity to build a respected, durable advisory career
Company
WETYR
WETYR: Where Energy Transforms Your Reality WETYR is a next-generation business transformation company built to accelerate ideas, scale ventures, and power the future of innovation.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase