What are the responsibilities and job description for the Associate position at Wise Financial LLC?
Company Description
Wise Financial LLC is an independent firm committed to delivering unbiased advice and building enduring relationships with clients by providing continuous education and guidance. Whether clients are entering the workforce, starting a new business, planning for retirement, or navigating uncertainties, Wise Financial aims to ensure their unique needs are met.
Role Description
This is a full-time hybrid role for an Associate at Wise Financial LLC. The Associate will be responsible for assisting clients in achieving their financial goals, providing comprehensive and educational advice, and building enduring relationships. This role is located in Atlanta, GA with the option for some remote work.
Qualifications
- Financial analysis and planning skills
- Customer service and relationship management skills
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office Suite
- Experience in the financial industry is a plus
- Bachelor's degree in Finance, Economics, Business, or related field