
11 - 50 employees
Founded 2017
πΈ Finance
π³ Fintech
Finance β’ Fintech β’ 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.
π June 25
Wealth Advisor managing long-term client relationships while delivering comprehensive financial planning strategies. Focused on enterprise value and building a legacy with support from Strategic Financial Concepts.
π June 10
Financial Advisor Associate providing training and mentorship to aspiring financial professionals. Joining One Legacy Financial Group means unlimited income potential and professional growth.
πΊπΈ United States β Remote
β° Full Time
π’ Junior
π‘ Mid-level
πΈ Financial Planning and Analysis (FP&A)
π«π¨βπ No degree required
π June 10
Financial Advisor Associate providing training and mentorship to aspiring financial professionals. Joining One Legacy Financial Group means unlimited income potential and professional growth.
πΊπΈ United States β Remote
β° Full Time
π’ Junior
π‘ Mid-level
πΈ Financial Planning and Analysis (FP&A)
π«π¨βπ No degree required
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