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.
Associate Financial Advisor
🕒 July 28
🇺🇸 United States – Remote
💵 $60k - $120k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 14%
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
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
• Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination. • Manage existing client relationships, addressing daily operational inquiries with high professional standards. • Collaborate with the team on local business development, group workshops, and educational marketing events.
🎯 Requirements
• FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire) • 1–3 years of experience in banking, insurance, or consultative client-facing sales • High coachability • Strong active-listening skills • Collaborative mindset
🏖️ Benefits
• Competitive income/ plus performance-based bonuses and joint-work splits • Dedicated training program • Licensing sponsorship • Clear 3-year track to Lead Advisor status
Apply NowSimilar Jobs
🕒 July 27
AWS FinOps Engineer at Koniag IT Solutions leveraging advanced analytics for cloud cost optimization. Collaborating on mission-critical projects while solving analytical problems.
🕒 July 27
Investment Advisor delivering financial strategies to clients at Edelman Financial Engines. Collaborating with clients to identify their financial needs and achieve their personal financial goals.
🇺🇸 United States – Remote
💵 $50.7k - $67.6k / year
💰 Private equity on 2021-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🕒 July 27
Outbound Investment Advisor delivering financial strategies to help clients achieve their goals. Collaborating with clients through a consultative sales approach at Edelman Financial Engines.
🇺🇸 United States – Remote
💵 $85k - $97.6k / year
💰 Private equity on 2021-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🗣️🇪🇸 Spanish Required
🕒 July 27
Investment Advisor providing bilingual financial guidance to clients at Edelman Financial Engines. Focused on enhancing client happiness and achieving performance targets within the Engagement Center team.
🇺🇸 United States – Remote
💵 $54.7k - $69.6k / year
💰 Private equity on 2021-04
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
🗣️🇪🇸 Spanish Required
🕒 July 27
Accounting Manager overseeing month end close processes and compliance with GAAP at cloud solutions leader. Supporting CFO and maintaining financial accuracy in reporting with a focus on strategy and technology.
