Join our team

Lead Financial Advisor 

We are seeking a dynamic and experienced Financial Advisor to join our independent financial services company. As a Financial Advisor, you will be responsible for meeting with prospective clients and providing comprehensive retirement planning services to pre-retirees and retirees. We are looking for a candidate who is passionate about helping clients achieve their financial goals and who possesses excellent communication, presentation, and analytical skills. We offer a competitive compensation package, professional development opportunities, and a supportive work environment focused on delivering exceptional client service. 

Scheduling Coordinator

The purpose of this role is to generate new business opportunities by effectively communicating the value of our services and scheduling meetings with interested prospects. The ideal candidate will be a good conversationalist, an excellent communicator, express a positive attitude, be persistent and confident. They will have excellent follow-up skills and have the ability to build relationships over the phone, email and text. If you are passionate, sales-minded and goal-driven with remarkable attention to detail, we’d love to hear from you.

College Paid Internship

This three-month rotational internship is designed for college students pursuing a career in finance, offering a comprehensive overview of the operations at Wood Financial Group. Interns will spend one month in each of the company’s core departments—Sales, Processing, and Marketing—gaining hands-on experience and insight into the functions and contributions of each area. Throughout the internship, participants will assist with a variety of tasks, developing a well-rounded understanding of how these departments collaborate to support Wood Financial Group’s mission of helping individuals achieve financial freedom in retirement.