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.
Financial Advisor Associate – Training & Licensing Provided
Job not on LinkedIn
🔥 2 hours ago
🇺🇸 United States – Remote
💵 60k - 120k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
🚫👨🎓 No degree required
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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
• Launch a career that allows to make a meaningful impact and build professional independence • Build meaningful relationships and develop expertise in financial advising • Provide training and mentorship for success • Help individuals and businesses make important financial decisions
🎯 Requirements
• No prior financial services experience is required • Motivated, relationship-oriented, and eager to learn • Goal-oriented • Coachable • Competitive • Relationship-focused • Self-motivated • Professional driven to help others
🏖️ Benefits
• Professional Development • 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 • Technology & Resources • Advanced Financial Planning Technology • CRM & Client Relationship Tools • Marketing & Business Development Resources
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