Founder
CurrentWe specialize in Financial Advisor and Management recruiting. Our clients include several of the biggest firms in the industry, as well as independent RIA firms.
Nov 2017 - Present
AeroLeads people directory · profile
Jared Heiner, Cfp®, Crpc® Email & Phone Number
Experienced Wealth Management Recruiter | Specialize in HNW Retail & Private Wealth Management | Former Financial Advisor
at
WiseRoad Recruiting
1 work email found
@wiseroadrecruiting.com
1 phone found area 916
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Experienced Wealth Management Recruiter | Specialize in HNW Retail & Private Wealth Management | Former Financial Advisor
Location
Salt Lake City Metropolitan Area, United States, United States
Who is Jared Heiner, Cfp®, Crpc®? Overview
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Quick answer
Jared Heiner, Cfp®, Crpc® is listed as Experienced Wealth Management Recruiter | Specialize in HNW Retail & Private Wealth Management | Former Financial Advisor at WiseRoad Recruiting, based in Salt Lake City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wiseroadrecruiting.com, phone signal with area code 916, and a matched LinkedIn profile for Jared Heiner, Cfp®, Crpc®.
Jared Heiner, Cfp®, Crpc® previously worked as Founder at Wiseroad Recruiting and Firefighter II/AEMT at Roy City Fire And Rescue. Jared Heiner, Cfp®, Crpc® holds Dual Bachelor Of Science (Bs) Degrees, Finance And Economics from Utah State University.
Company email context
Email format at WiseRoad Recruiting
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{first}@wiseroadrecruiting.com
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AeroLeads found 1 current-domain work email signal for Jared Heiner, Cfp®, Crpc®. Compare company email patterns before reaching out.
Profile bio
About Jared Heiner, Cfp®, Crpc®
WiseRoad Recruiting is a leader in nationwide Wealth Management and Financial Services recruiting. Specializing in HNW Relationship and Planning-Based Advisors, Financial Planners, and Wealth Managers in retail, independent, and private wealth channels. We work extensively with CFP, CFA, AIF, and CRPC credentialed professionals. ✉ jared@wiseroadrecruiting.com☎ 626.803.2171☛ ABOUT WISEROAD RECRUITING ☚WiseRoad Recruiting consistently sources top financial professionals with deep industry knowledge and experience. Our process is to dig deep to understand each individual and their process, business, and background. This reduces the risk associated with hiring by identifying the best person to match each company’s culture and environment.☛ ABOUT ME ☚As a Certified Financial Planner with nearly 10 years as a successful Financial Advisor, I bring the industry knowledge, experience, and connections I have obtained to the table. This credibility allows me to connect quickly with Advisors as they are always more comfortable speaking to someone that has been in their shoes. My process is very consultative and in depth, consistently looking to find the right fit for both candidates and companies. ☛ CONTACT ME IF ☚♦ You are a Hiring Manager looking to expand or backfill a position.♦ You are a Talent Acquisition Specialist that needs help to fill a critical role.♦ You are an HR professional without a primary focus in Financial Services recruitment and retention.♦ You are a Financial Advisor/Wealth Manager looking to explore new career opportunities.
Listed skills include Wealth Management, Investments, Mutual Funds, Series 7, and 24 others.
Current workplace
Jared Heiner, Cfp®, Crpc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Jared Heiner, Cfp®, Crpc® work experience
A career timeline built from the work history available for this profile.
Firefighter Ii/Aemt
Current
Roy City Fire And Rescue
Nov 2022 - Present
Host
Current
Advisor Hustle Podcast
Jun 2019 - Present
Director
Paul Andrews International has been retained by companies for large team build-outs, consultancy practices for recruiting, and HR strategies and traditional search work within Financial Services.Areas of focus include: Commercial and Private Banking, Wealth Management, Investment Banking and Asset Management
Aug 2015 - Nov 2017
Vice President - Retirement Wealth Advisor
Lead advisor providing clients with in depth retirement and succession planning and strategies. Supervisor over the sales and investor relations representatives at the firm.Frequent contributor to Smart Money with Keith Springer on KFBK Talk Radio.Current host of educational series of retirement seminars featuring topicssuch as income planning, social.
May 2015 - May 2016
Private Wealth Manager
Wealth advisor delivering wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services to high net worth individuals, families, and organizations.
Jul 2014 - Mar 2015
Financial Consultant
Managed book of over 425 high net worth households with $250k investable assets and above, total AUA approximately $390,000,000Worked to develop and encourage long term client relationships by careful planning to meet clients immediate and future needs and demonstrate solid financial planning skills and client centered adviceSupported branch customer.
Jul 2010 - Jul 2014
Fixed Income Specialist
Top 5% in nationwide sales with FidelityBuilt and maintained customer relationships through outbound calling andguidance discussions.Served as active member of sales team working to increase net asset flowsand provide exceptional customer service.Worked with national municipal syndicate on the distribution of new issuemunicipal bonds.
Sep 2008 - Jul 2010
Investment Consultant
Obtained security licenses 7, 63, and 66 as well as life and health insurancelicense.Served as front line of Fidelity, working with new customers and prospectsto consolidate assets and offer guidance.Helped customers with a variety of service needs on their accounts.
Jul 2007 - Sep 2008
1 education record
Jared Heiner, Cfp®, Crpc® education
-
Utah State University
FAQ
Frequently asked questions about Jared Heiner, Cfp®, Crpc®
Quick answers generated from the profile data available on this page.
What company does Jared Heiner, Cfp®, Crpc® work for?
Jared Heiner, Cfp®, Crpc® works for WiseRoad Recruiting.
What is Jared Heiner, Cfp®, Crpc®'s role at WiseRoad Recruiting?
Jared Heiner, Cfp®, Crpc® is listed as Experienced Wealth Management Recruiter | Specialize in HNW Retail & Private Wealth Management | Former Financial Advisor at WiseRoad Recruiting.
What is Jared Heiner, Cfp®, Crpc®'s email address?
AeroLeads has found 1 work email signal at @wiseroadrecruiting.com for Jared Heiner, Cfp®, Crpc® at WiseRoad Recruiting.
What is Jared Heiner, Cfp®, Crpc®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 916 for Jared Heiner, Cfp®, Crpc® at WiseRoad Recruiting.
Where is Jared Heiner, Cfp®, Crpc® based?
Jared Heiner, Cfp®, Crpc® is based in Salt Lake City Metropolitan Area, United States, United States while working with WiseRoad Recruiting.
What companies has Jared Heiner, Cfp®, Crpc® worked for?
Jared Heiner, Cfp®, Crpc® has worked for Wiseroad Recruiting, Roy City Fire And Rescue, Advisor Hustle Podcast, Paul Andrews International, and Springer Financial Advisors.
How can I contact Jared Heiner, Cfp®, Crpc®?
You can use AeroLeads to view verified contact signals for Jared Heiner, Cfp®, Crpc® at WiseRoad Recruiting, including work email, phone, and LinkedIn data when available.
What schools did Jared Heiner, Cfp®, Crpc® attend?
Jared Heiner, Cfp®, Crpc® holds Dual Bachelor Of Science (Bs) Degrees, Finance And Economics from Utah State University.
What skills is Jared Heiner, Cfp®, Crpc® known for?
Jared Heiner, Cfp®, Crpc® is listed with skills including Wealth Management, Investments, Mutual Funds, Series 7, Investment Strategies, Recruiting, Fixed Income, and Series 63.
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