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
🔥 1 hour ago
🇺🇸 United States – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
🚫👨🎓 No degree required
👻 Ghost score 12%
Where this job comes from
Posted on Wisepath Financial Group's careers page, not through a job board
First seen by Remote Rocketship 1 hour ago
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 • Assist with administrative follow-ups, case implementation, and annual review coordination • Manage existing client relationships and address daily operational inquiries • Collaborate 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
• Dedicated training program • Licensing sponsorship • Clear 3-year track to Lead Advisor status • Equal opportunity and diversity in the workplace • Confidential handling of inquiries and applications
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