Managing Agent

3 weeks ago


Clifton Park, United States Wise Financial LLC Full time
Company Description

Wise Financial LLC is an independent firm located in Clifton Park, NY, committed to delivering comprehensive and unbiased financial advice. We prioritize building enduring relationships with our clients and providing continuous education and guidance. Our goal is to ensure that clients meet their unique needs, whether they are entering the workforce, starting a new business, planning for retirement, or navigating uncertainties.

Role Description

This is a full-time hybrid role for a Managing Agent at Wise Financial LLC. The Managing Agent will be responsible for day-to-day tasks related to financial planning, client relationship management, and providing comprehensive advice. The role will be located in Clifton Park, NY, with flexibility for some remote work.

Qualifications
  • Experience in financial planning and wealth management
  • Knowledge of securities and investment advisory services
  • Strong communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Attention to detail and strong analytical skills
  • Proficiency in financial software and tools
  • Relevant certifications (e.g. CFP, CFA) are a plus
  • Bachelor's degree in Finance, Economics, or related field


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