Financial Advisor Associate – Training & 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

• Help individuals, families, and business owners make important financial decisions that impact their future. • Build meaningful relationships with clients. • Develop professional expertise in financial advising. • Participate in mentorship programs and leadership development opportunities. • Learn and utilize advanced financial planning technology and CRM tools.

🎯 Requirements

• No prior financial services experience is required. • Motivated, relationship-oriented, and eager to learn. • Comfortable building relationships through networking, referrals, and community engagement. • Comfortable asking for referrals and expanding your professional network to generate new business opportunities. • Comfortable with a performance-based compensation structure with uncapped earning potential. • Willing to obtain a Life & Health Insurance License within 30 days of joining SFC.

🏖️ Benefits

• Health & Financial Benefits • Medical Insurance • Dental Insurance • Vision Insurance • Life Insurance • Disability Insurance • 401(k) with 6% Company Match • Leadership Development Programs • Professional Training & Education • Recognition Programs • Incentive Travel Opportunities • Mentorship & Coaching