Job Title: Financial Representative

Company: Wise Financial

Website: www.wisefinancial.net

Office Location: 30 Corporate Dr, Clifton Park, NY 12065

Primary Contact: Angelle Piccolo | Financial Representative

About Wise Financial:

Wise Financial is an independent, client-focused firm built on trust, transparency, and personal relationships. Our unique culture revolves around putting people first. As an independent fiduciary, we deliver unbiased financial strategies without pressure from singular institutions or corporate quotas. 

Learn more at https://www.wisefinancial.net/.

The Role:

Full-Time, In-Person.

We are seeking a motivated, full-time Financial Representative to join our in-person team at our Clifton Park office.

In this role, you will work face-to-face with local individuals, families, and business owners to help them build financial clarity and long-term security. We invest directly in our team through hands-on mentorship, continuous learning, and full professional support.

What We Look For:

-Ability to build genuine, trusted relationships face-to-face.

-High integrity, strong listening skills, and a service-first mindset.

-Backgrounds in customer service, hospitality, sales, or community leadership transition seamlessly into this career.

-Willingness to complete required licensing (mentorship and guidance provided).

What We Offer:

-A collaborative and modern office environment.
-Comprehensive training and direct mentorship from experienced professionals.
-Truly independent, client-centered solutions.
-Competitive compensation with high growth potential.

How to Apply:

Our interview process is simple: we want to learn about you as a person and see how your goals align with our team culture.

To apply, please email your resume directly to Angelle Piccolo at angelle.piccolo@wisefinancial.net or call/text 516-300-3180.