Financial Advisor – Wealth Management Advisor

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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

• Develop new business through networking, referrals, and client acquisition strategies • Conduct comprehensive financial planning and retirement income analysis • Provide investment advisory services including mutual funds and asset allocation strategies • Implement insurance planning solutions including life and disability insurance • Deliver portfolio management and ongoing performance reviews • Maintain compliance with FINRA, state insurance, and regulatory requirements • Document financial plans and client communications within CRM systems • Provide ongoing relationship management and client retention support

🎯 Requisitos

• Active Series 6 or Series 7 license • Active Series 63 or Series 66 license • Active Life and Health Insurance license • Experience in financial advisory, wealth management, insurance sales, or investment services • Strong business development and client relationship management skills • Bachelor’s degree in Finance, Business, Economics, or related field • Certified Financial Planner (CFP), ChFC, or similar designation (preferred) • Existing book of business (preferred) • Experience with financial planning software and CRM systems (preferred) • Background in retirement income planning or estate planning coordination (preferred)

🏖️ Benefícios

• W-2 employment • Commission-based compensation with residual income • Performance-based bonuses and production incentives • 401(k) with company match • Medical, dental, vision, life, and disability insurance • Marketing, compliance, and operational support • Flexible scheduling and business development autonomy