Financial Advisor

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November 13

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Wisepath Financial Group

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Finance • Fintech • Insurance

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.

11 - 50 employees

Founded 2017

💸 Finance

💳 Fintech

📋 Description

• Manage and grow an existing book of business (minimum $25MM AUM). • Deliver comprehensive financial planning and investment advisory services. • Maintain high standards of client satisfaction and compliance. • Provide strategic input on practice management. • Mentor and support newly hired advisors. • Help shape the firm’s culture and long‑term growth strategy. • Recruit advisors to both RIA and BD channels. • Assist new advisors with onboarding and training. • Build a scalable, collaborative advisor network.

🎯 Requirements

• Active Series 7 and 66 (or 65). • Minimum $25MM in AUM. • 5–10+ years advisory or financial planning experience. • Strong understanding of RIA and BD models. • Demonstrated success in client management and/or advisor recruitment.

🏖️ Benefits

• Top-tier payout of 82.5%, without requiring proof of prior production. • Direct payouts from LPL Financial. • Revenue share on advisors added to the BD channel. • Override compensation on advisors personally recruited. • Transition Assistance - LPL transition dollars, typically ~7.5 bps on qualifying rollover assets. • Earn up to $43,000 annually from life production through Ameritas, in addition to personal production. • Overrides on personal life insurance production and production from advisors recruited. • Ongoing revenue participation for advisors brought into any channel.