Join Our Team

Join Our Team2019-03-08T16:17:11+00:00

At Planwise, we are actively looking for advisors ranging from industry veterans to those building their practice to join our team. Our advisor partners have access to support and resources to grow their practice and serve their clients at the highest level.

Established Advisors

It’s important to have a succession plan in place. We work with philosophically aligned advisors to create a pathway to retirement, without losing control of their practice. Designing a flexible path to retirement allows advisors to have clarity on their future plans and determine when and how they want to retire.

As advisors, we understand the business and how to design a plan around their lifestyle and their clients. There isn’t a one-size-fits-all solution for every advisor. We will work with advisors to create a succession plan that works for each practice and their clients.

We always start by getting to know you and conducting a holistic financial review. This ensures we tailor the plan to your specific goals and your future lifestyle aspirations. Whether your priority is debt management, insurance for peace of mind or retirement planning, we have tools to address all your needs.

Growing Advisors

We are looking for dedicated new advisors that are interested in building their practice. We provide the opportunity to learn from established advisors and offer the back office support that is often needed to grow a practice.