Financial Advisor

Vaga não está no LinkedIn

🕒 Janeiro 8

Candidatar-se

Encontrar Vagas Remotas Similares

Receber Emails de Vagas Remotas

📊 Verifique sua pontuação de currículo para esta vaga

Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

Enviar Currículo

Wisepath Financial Group

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2017

💸 Finanças

💳 Fintech

Finance • Fintech • Insurance

A Wisepath Financial Group é uma empresa de serviços financeiros dedicada a guiar clientes através das complexidades do planejamento financeiro. Eles oferecem uma ampla gama de serviços, incluindo estratégias patrimoniais, preparação para a aposentadoria, revisões de seguros e anuidades, e estratégias de construção de riqueza. A equipe da Wisepath busca compreender os objetivos e sonhos dos clientes, comprometendo-se com seu sucesso com objetividade e profissionalismo.

Descrição

• Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners. • Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies. • Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve. • Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture. • Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide.

🎯 Requisitos

• Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain) • Experience: Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel. • Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model. • Education: Bachelor’s degree or equivalent professional experience.

🏖️ Benefícios

• W-2 status with 7.5 % FICA • 401(k) with 6 % company match • Medical, dental, vision, life & disability insurance • National recognition programs and chairman’s trips • Practice-Building Tools • End-to-end transition support and marketing concierge • CRM, financial planning, and portfolio management tech stack • In-house product specialists and advanced planning team • Freedom & Flexibility • No product quotas or commission caps • Remote, hybrid, or office options to suit your lifestyle • Clear paths to leadership and equity participation for top performers