Managing Director – Lead Financial Advisor

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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

• Serve as the Lead Financial Advisor for the division. • Conduct retirement planning consultations with qualified prospects. • Convert appointment-generated opportunities into long-term client relationships. • Mentor and coach Financial Advisors. • Provide case design support and planning guidance. • Assist with advisor onboarding and development. • Participate in strategic growth initiatives. • Help build a national retirement planning platform.

🎯 Requirements

• Active Series 7 License • Active Series 66 License (or equivalent) • Active Life & Health Insurance License • Minimum 10 years of Financial Advisory experience • Strong retirement planning and client relationship management experience • Experience working with affluent and pre-retiree clients • Preferred CFP®, RICP®, ChFC®, or equivalent professional designation • Federal retirement planning experience • Advisor leadership experience • Experience coaching or mentoring advisors • Series 24 License • Independent Broker-Dealer or Hybrid RIA experience

🏖️ Benefits

• Competitive Base Salary • Advisory Revenue Participation • Insurance Production Compensation • Leadership Incentives • Team Growth Override Opportunities • Profit Sharing • Long-Term Partnership Opportunities