Wizehire · 4 days ago
Licensed Financial Advisor
Bethesda, MD
Full-time
Onsite
Entry, Mid Level
$125K/yr - $125K/yrWizehire is associated with New York Life, a leading financial services company. They are seeking a Licensed Financial Advisor to help clients plan for their financial futures while providing support and training to grow their practice.
Human ResourcesInternetRecruiting
Responsibilities
Continue to grow your practice!
Engage and educate clients on how to plan for their financial future so that they are prepared for the unexpected life events/circumstances they may encounter
Cultivate relationships with a view to helping every family member or individual pursue financial security
Grow your network by being involved in your community and professional groups
Drive to add 50 new clients a year
Work with business owners to implement strategies for employee retention and succession planning
Having a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and continuity of the community over time
Increase your knowledge within the financial industry and achieve specializations by following the New York Life training curriculum
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Assess each client’s potential life and financial needs to create an individualized financial plan that leverages the products and services we offer
Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Qualification
Required
Uncompromising integrity
Strong communication skills
Ability to successfully network and prospect for new clients
Desire to make a change and help people as you grow your career
Ability to engage your community and leverage personal networks and contacts
Preferred
Sales experience is strongly preferred
Valid life and health license preferred, but we can assist with that
Valid FINRA Series 6 or 7 & 63/66 preferred but not required
Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is an asset
Benefits
Training & Development
Digital Tools
Products & Solutions
Human Guidance
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