Jobs at Wisepath Financial Group

Support senior advisors by analyzing client data, preparing macroeconomic financial models, participating in client meetings, managing daily client inquiries, and assisting with local business development and educational events.

Join an independent wealth management practice to provide macroeconomic financial planning, asset-protection, retirement income, and estate solutions. Expand regional client networks via CPA alliances, deliver high-touch relationship management, and grow a practice with back-office support and mentorship.

Join a wealth-management practice through a structured, classroom-to-field training and mentorship program. Learn consultative discovery conversations, design asset-protection, disability, and retirement plans using firm modeling tools, obtain required licenses, and build a local advisory brand via community and professional engagement with back-office support.

Support senior advisors by analyzing client data, preparing macroeconomic financial models, participating in client meetings, managing daily client inquiries, and aiding local business development and educational events.

Join a wealth management practice with a structured classroom-to-field training program. Learn consultative discovery, design asset-protection and retirement plans using firm modeling tools, obtain required licenses, and build a local advisory business through community engagement and mentoring. Compensation is performance-based with sponsored licensing and startup support.

Join a wealth management practice with structured classroom-to-field training. Learn consultative discovery, design asset-protection and retirement plans using firm modeling software, obtain required licenses (sponsored), and build a local advisory business through community engagement and mentoring.

Join a wealth management practice with a structured classroom-to-field training program. Learn licensing, client discovery, financial modeling, and build a local advisory business via community engagement and mentorship. Role includes sponsored licensing, startup financing, and commission-based compensation.

Join a wealth management practice with structured classroom-to-field training to obtain licenses, learn consultative discovery, design asset-protection and retirement plans using firm software, and build a local advisory business through community engagement and mentorship.

Join an established wealth management practice to provide macroeconomic financial planning, asset-protection, retirement income, and estate-planning advice. Expand regional client networks using CPA alliances and localized marketing, deliver high-touch relationship management, and grow an independent advisory practice with mentorship, back-office support, and transition financing.

Join a wealth management practice with a structured classroom-to-field training program. Learn licensing, client discovery, financial planning, and use advanced modeling tools to design protection-first solutions while building a local advisory business with mentor support and back-office resources.

Client-facing financial advisor delivering macroeconomic planning, asset-protection, retirement income, and estate solutions. Expand regional networks, manage high-touch client relationships, and leverage firm resources to grow an independent practice.

Support senior advisors by analyzing client data, preparing macroeconomic financial models, participating in client meetings, handling administrative follow-ups and case implementation, managing daily client relationship tasks, and assisting with local business development and educational marketing events.

Entry-level financial advisory role with a structured, classroom-to-field training program and mentorship. Host consultative discovery meetings, assess client needs and cash flow, design asset-protection, disability, and retirement plans using the firm’s financial modeling software, and build a local advisory brand through community and professional engagement. Sponsorship provided for licensing; background check and licensing exams required.

Join a wealth management practice with a structured classroom-to-field training program. Learn licensing, consultative discovery, financial modeling, and client acquisition. Build a local advisory brand with mentor support, back-office assistance, and sponsored licensing. Compensation is performance-based with startup financing and uncapped commissions.

Provide comprehensive wealth management and macroeconomic financial planning to individuals, families, and business owners. Design asset-protection, retirement income, and estate-planning solutions, expand regional client networks via CPA alliances and local marketing, and deliver high-touch relationship management to maximize client retention and long-term enterprise growth.

Entry-level advisory role in a wealth management practice. Participate in a structured licensing and financial planning training program, learn client discovery and advanced case design, use firm modeling tools to build protection-first financial solutions, and develop a local advisory business through community engagement and mentorship.

Support senior advisors by analyzing client data and building macroeconomic financial models; participate in client meetings, handle administrative follow-ups and case implementation, manage day-to-day client inquiries, and help with local business development and educational events.

Support senior advisors in financial planning, build macroeconomic models, participate in client meetings and case implementation, manage daily client inquiries, and assist with local business development and educational events.

Provide macroeconomic financial planning and wealth management for individuals, families, and business owners. Analyze complex client situations to design asset-protection, retirement income, and estate-planning solutions. Grow regional client networks using CPA alliances and localized marketing. Deliver high-touch relationship management to maximize client retention and long-term satisfaction.

Serve as a producing financial advisor delivering macroeconomic financial planning, asset-protection, retirement income, and estate-planning solutions. Grow and manage regional client relationships using firm marketing and CPA alliances, provide high-touch client service, and scale an independent advisory practice with mentorship and administrative support.