Wisepath Financial Group
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.
Wealth Advisor
Job not on LinkedIn
🔥 3 minutes ago
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Wisepath Financial Group
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 and maintain long-term client relationships • Conduct comprehensive financial reviews • Identify planning opportunities • Deliver customized recommendations • Develop referral partnerships • Create enterprise value • Mentor future advisors • Participate in networking events • Strengthen community relationships
🎯 Requirements
• Experience in financial services, wealth management, insurance, or financial planning • MUST hold an active Life & Health Insurance License • Must currently hold any FINRA registrations (SIE, Series 6, Series 7, Series 63, Series 65, Series 66, or other) • Comfortable building relationships through networking and referrals • Must manage an existing book of business • Ability to work independently and manage client relationships
🏖️ Benefits
• Health Insurance • Dental Insurance • Vision Insurance • Life Insurance • Disability Insurance • 401(k) with 6% Company Match • Leadership Development Programs • Advanced Planning Training • Mentorship Opportunities • Continuing Education Support • Marketing Support • Business Development Resources • CRM Technology • Planning Technology • Operational Support • National Recognition Programs • Advisor Awards • Incentive Travel Opportunities
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