
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.
Selected: 🆕 Date Added.
🕒 July 28
Associate Financial Advisor collaborating with Senior Advisors on client cases and financial models. Engaging in business development and managing client relationships.
🇺🇸 United States – Remote
💵 $60k - $120k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 3%