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.
Financial Advisor Associate, Training and Licensing Provided
Job not on LinkedIn
🔥 21 minutes ago
🇺🇸 United States – Remote
💵 $60k - $120k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
🚫👨🎓 No degree required
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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
• Launch a career in financial advising • Connect with customers, partners, and consumers to drive success • Help individuals, families, and business owners make important financial decisions
🎯 Requirements
• No prior financial services experience is required • Goal-Oriented • Coachable • Competitive • Relationship-Focused • Self-Motivated • Professional Driven to Help Others
🏖️ Benefits
• Health & Financial Benefits • Medical Insurance • Dental Insurance • Vision Insurance • Life Insurance • Disability Insurance • 401(k) with 6% Company Match • Leadership Development Programs • Professional Training & Education • Recognition Programs • Incentive Travel Opportunities • Mentorship & Coaching
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