Financial Advisor


Overview

  • Are you currently a Financial Advisor or Insurance Agent in search of a faith-based firm whose values align with Biblical principles?
  • Have you been building your practice, yet feel you could further excel if you were closely partnered with a Christian organization?
  • Would you like to be a part of a financial planning community, with options for faith-based investing?
  • Are you interested in breaking away from your current broker dealer or wire house, to become independent, yet not wanting to feel alone and without support?
  • Does business coaching, development and training, outside of a competitive sales environment, sound valuable?
  • Are you searching for a written, clearly defined planning process to adopt in order to continue growing your business with confidence and repeatable processes?

If you responded, “Yes,” or even, “Yes, yes yes,” Then we would love to connect! We know how tough it can be to find a partner that can assist you in building your practice, while still letting you make the decisions you feel are best for your values and for your clients.

At Wise Wealth, we believe our advisors should be able to run their book of business as exactly that – their business. We provide support and structure to solve for the needs of your growing business, while still giving you the autonomy, authority and flexibility to serve your clients as you see fit. Our advisors benefit from office and administrative support, ongoing collaboration and personalized coaching, training and knowledge sharing. Even more, your sourced clients belong to YOU, even if you do one day move on from Wise Wealth! If it wasn’t already unapologetically clear, Wise Wealth is a faith-based family. Just as we believe in the Golden Rule for our Advisor/Client relationships, we also follow that same rule in our relationships with our colleagues. We always take care of our people and purpose to aid in any way we can to ensure their personal success and development.

If this atmosphere sounds like the right fit for you, Please complete the brief questionnaire and upload a copy of your resume. Someone will be in touch with you soon!

Serious inquiries only. Must be an established advisor with a transferable book of business of at least $10mm in AUM and 3+ years of industry related experience.

Apply Now


Serious inquiries only. Must be an established advisor with a transferable book of business of at least $10mm in AUM and 3+ years of industry related experience.

Our Financial Planning Process

We use effective, adoptable and repeatable marketing techniques, with client education at the center. As a Wise Wealth advisor, you become a relationship builder and not simply a money manager. We go beyond asset management and focus on true financial planning. Our proven process, to simplify your planning procedures, also results in simplifying your client’s retirement.

  • No investment decisions outside the context of the plan
  • The plan determines the products
  • Don’t let your portfolio take a HIT (health care, inflation, and taxes)
  • Protect the income; grow the rest
  • Financial peace comes from having a plan

Wise Wealth Advisor Categories


  • IAR of WW
  • Autonomy and flexibility
  • Opportunity to run your business as you see fit
  • Partner with a firm that aligns with your values
  • Simple, straightforward fee/commission payout
  • Wise Wealth branding and messaging
  • Turn-key, proven, marketing system and planning process
  • Use of Simplify Your Retirement course – proprietary marketing program
  • Listed on Wise Wealth’s website
  • Wise Wealth systems (Gmail, Redtail, GeoWealth, Charles Schwab etc.)
  • Bright Portfolios
  • Advisor training
  • Compliance
  • TAMP
  • Wise Wealth client communications
  • Simple, obtainable goals and annual AUM targets
  • In-house client services including Medicare planning, Tax, Legal and Auto/Home/Liability Insurance
  • Talking points and client communication to aid through the transfer process
  • Paperwork assistance through the transfer process
  • Ongoing new client onboarding support
  • Client service support
  • Office and equipment
  • E&O Insurance
  • Simple IRA
  • Client educational events
  • W-2 Employee
  • Wise Wealth team events
  • IAR of WW
  • Autonomy and flexibility
  • Opportunity to run your business as you see fit
  • Partner with a firm that aligns with your values
  • Simple, straightforward fee/commission payout
  • Wise Wealth branding and messaging
  • Turn-key, proven, marketing system and planning process
  • Use of Simplify Your Retirement course – proprietary marketing program
  • Listed on Wise Wealth’s website
  • Wise Wealth systems (Gmail, Redtail, GeoWealth, Charles Schwab etc.)
  • Bright Portfolios
  • Advisor training
  • Compliance
  • TAMP
  • Wise Wealth client communications
  • Simple, obtainable goals and annual AUM targets
  • In-house client services including Medicare planning, Tax, Legal and Auto/Home/Liability Insurance
  • Talking points and client communication to aid through the transfer process
  • Paperwork assistance through the transfer process
  • 1099 Contractor
  • RIA or IAR – use of platform
  • Autonomy and flexibility
  • Ability to choose your own fee structure
  • Ability to use Wise Wealth’s systems as needed
  • Use your own branding, firm name, website and marketing
  • Ability to use Fidelity, Schwab or TD as custodian
  • Use of Simplify Your Retirement Course – proprietary marketing program
  • Access to all ChangePath and Bright portfolio models
  • TAMP
  • Opportunity to run your business as you see fit
  • No annual AUM requirements
  • Ability to build your own investment models
  • 1099 Contractor