Financial Advisor

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Wisepath Financial Group

WebsiteLinkedInAll Job Openings

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

• Develop and maintain long-term client relationships • Conduct comprehensive financial reviews • Deliver personalized planning strategies • Help clients pursue retirement, protection, and wealth accumulation goals • Expand referral relationships • Develop centers of influence • Strengthen community presence • Participate in networking and business development activities • Mentor developing advisors • Collaborate with experienced professionals • Participate in advanced leadership training • Contribute to long-term organizational growth

🎯 Requirements

• 3+ years of experience in financial services, wealth management, insurance, or financial planning • Must be entrepreneurial, relationship-focused, growth-oriented, community-minded, self-motivated, coachable, and leadership-driven • Current Life & Health Insurance License • Any FINRA registrations (SIE, Series 6, Series 7, Series 63, Series 65, Series 66, or other) • Valid driver's license • Must be authorized to work in the United States without sponsorship

🏖️ Benefits

• Health Insurance • Life Insurance • Disability Insurance • 401(k) • Professional Support • Paid Office Expense Support • Marketing Support • Business Development Resources • Continuing Education Opportunities • Advanced Planning Resources • Growth & Recognition • Leadership Development Programs • Recognition Programs • Bonus Opportunities • Incentive Opportunities • Professional Mentorship