Financial Advisor Associate, Training and Licensing Provided

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Wisepath Financial Group

WebsiteLinkedInAll Job Openings

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

• Launch a career in financial advising that can change your future • Become a trusted advisor helping individuals, families, and business owners make important financial decisions • Build meaningful relationships and develop professional expertise • Work in a collaborative environment

🎯 Requirements

• Must be motivated, relationship-oriented, and eager to learn • Must be comfortable building relationships through networking, referrals, and community engagement • Must be comfortable asking for referrals and expanding professional network to generate new business opportunities • Must be comfortable with a performance-based compensation structure with uncapped earning potential • Must be willing to obtain a Life & Health Insurance License within 30 days of joining SFC

🏖️ Benefits

• Life & Health Insurance Licensing Support • Industry Training & Education • Ongoing Professional Development • Leadership Development Programs • Career Advancement Opportunities • Mentorship & Support • Hands-On Mentorship Joint Work Opportunities • Experienced Advisor Coaching • Collaborative Team Environment • Advanced Financial Planning Technology • CRM & Client Relationship Tools • Marketing & Business Development Resources