Wisepath Financial Group
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.
Wealth Advisor Partner
Job not on LinkedIn
August 13
Wisepath Financial Group
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
• Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies. • Deepen and grow client relationships through holistic financial planning. • Uphold FINRA, SEC, and state regulatory requirements. • Actively recruit like-minded advisors to our platform to expand your override income stream. • Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding. • Location: Flexible / Hybrid; Wealth Advisor Partner remote full-time independent contractor.
🎯 Requirements
• Series 7 and 66 (or 65) in good standing. • $25 MM+ in verifiable client AUM. • Clean compliance record (minor, fully resolved disclosures considered). • Entrepreneurial mindset with a passion for mentorship and team building. • Commitment to fiduciary standards and client-first advice.
🏖️ Benefits
• Maximum RIA payout 82.5% of advisory revenue paid directly to you—no trailing grid or production proof. • LPL Financial BD affiliation with transparent, direct BD payouts governed by LPL’s schedule. • Transition dollars: Approx. 7.5 bps on qualifying rollover assets to offset repapering expenses. • Recruiting overrides: Earn a permanent override on every advisor you personally recruit to our BD platform. • Life-insurance economics: Up to $43K annual cash from Ameritas for life production plus full override on your own policies. • Downline life overrides: Receive an override on all life-insurance production generated by advisors you bring onboard. • Open architecture: Robust investment, planning, and insurance solutions with no proprietary product quotas. • Turn-key resources: Transition team, marketing suite, compliance guidance, and dedicated OSJ supervision. • White-glove transition support: repaper, schedule client calls, and coordinate ACATs/1035s. • Integrated tech stack: LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more. • In-house marketing: digital campaigns, brand refresh, seminar kits. • Practice consulting: AUM growth playbooks, succession planning, COI programs. • Compliance & supervision: proactive reviews, OSJ oversight, continuing-ed credits. • Equity option: Potential equity participation for top producers (discuss at interview).
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