Join Our Leadership Team as Chief Client Services Officer

We’re looking for an exceptional Chief Client Services Officer to join our senior leadership team at Wise Investment. This is a rare opportunity to take the lead on all aspects of our client service, from financial planning and paraplanning to administration, and to set the standard for excellence across the business.

As a 100% employee-owned firm, our people share responsibility for our success and take pride in our collaborative culture, long-term client relationships and unwavering commitment to outstanding service.

If you’re ready to lead, inspire and shape the future of client experience at Wise Investment, explore the full job description below. (Use the arrows at the bottom to navigate the document.)

We Are Hiring Chief Client Service Office