Financial Advisor – Wealth Management Advisor

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🕒 February 14

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Wisepath Financial Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

💸 Finance

💳 Fintech

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.

📋 Description

• Develop new business through networking, referrals, and client acquisition strategies • Conduct comprehensive financial planning and retirement income analysis • Provide investment advisory services including mutual funds and asset allocation strategies • Implement insurance planning solutions including life and disability insurance • Deliver portfolio management and ongoing performance reviews • Maintain compliance with FINRA, state insurance, and regulatory requirements • Document financial plans and client communications within CRM systems • Provide ongoing relationship management and client retention support

🎯 Requirements

• Active Series 6 or Series 7 license • Active Series 63 or Series 66 license • Active Life and Health Insurance license • Experience in financial advisory, wealth management, insurance sales, or investment services • Strong business development and client relationship management skills • Bachelor’s degree in Finance, Business, Economics, or related field • Certified Financial Planner (CFP), ChFC, or similar designation (preferred) • Existing book of business (preferred) • Experience with financial planning software and CRM systems (preferred) • Background in retirement income planning or estate planning coordination (preferred)

🏖️ Benefits

• W-2 employment • Commission-based compensation with residual income • Performance-based bonuses and production incentives • 401(k) with company match • Medical, dental, vision, life, and disability insurance • Marketing, compliance, and operational support • Flexible scheduling and business development autonomy