Wisepath Financial Group
11 - 50 employees
Founded 2017
💼 Consulting
⚖️ Legal
💸 Finance
Consulting • Legal • Finance
Wisepath Financial Group is a financial services company dedicated to guiding clients through the complexities of financial planning. They offer a wide range of services including estate strategies, retirement preparation, insurance and annuity reviews, and wealth building strategies. The team at Wisepath aims to understand clients' goals and dreams, committing to their success with objectivity and professionalism.
Associate Financial Advisor
🕒 July 28
🇺🇸 United States – Remote
💵 $60k - $120k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
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Wisepath Financial Group
11 - 50 employees
Founded 2017
💼 Consulting
⚖️ Legal
💸 Finance
Consulting • Legal • Finance
Wisepath Financial Group is a financial services company dedicated to guiding clients through the complexities of financial planning. They offer a wide range of services including estate strategies, retirement preparation, insurance and annuity reviews, and wealth building strategies. The team at Wisepath aims to understand clients' goals and dreams, committing to their success with objectivity and professionalism.
📋 Description
• Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination. • Manage existing client relationships, addressing daily operational inquiries with high professional standards. • Collaborate with the team on local business development, group workshops, and educational marketing events.
🎯 Requirements
• FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire) • 1–3 years of experience in banking, insurance, or consultative client-facing sales • High coachability • Strong active-listening skills • Collaborative mindset
🏖️ Benefits
• Competitive income/ plus performance-based bonuses and joint-work splits • Dedicated training program • Licensing sponsorship • Clear 3-year track to Lead Advisor status
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