Jobs at Wisepath Financial Group

Own paid advertising and organic social media programs, including campaign planning, budget pacing, optimization, content calendars, creative coordination, publishing, community management, and performance reporting. Connect advertising, CRM, and call-tracking data to qualified-lead outcomes, run structured tests, and present recommendations. The role also requires compliance with privacy, platform, licensing, and legal advertising procedures.

Lead data engineering teams and own the architecture, roadmap, reliability, governance, and quality of production data products. Responsibilities include managing pipelines, models, cloud platforms, warehouses, privacy controls, lineage, observability, incident response, budgets, and vendor relationships. The role partners with Product, Engineering, Growth, Operations, Legal, Compliance, and Security while coaching engineers and aligning technical investments with business outcomes.

Performs manual and automated testing for web applications, APIs, integrations, and connected workflows. Designs functional, regression, exploratory, API, webhook, and end-to-end tests; maintains QA documentation and release criteria; validates backend behavior with SQL, logs defects, retests fixes, and provides release recommendations. Also supports requirements review, acceptance-criteria writing, business-flow mapping, and buyer implementation validation.

Owns B2B law-firm buyer onboarding from signed agreement through requirements gathering, technical implementation, testing, go-live, and 30-day stabilization. Leads kickoff calls, translates business needs into technical specifications, coordinates development, QA, operations, and external stakeholders, manages milestones and risks, triages issues, and maintains onboarding processes and documentation.

Provide virtual assistant support for campaign data and reporting. Responsibilities include ordering and tracking datasets, cleaning and validating spreadsheets, checking websites and campaign assets, reconciling campaign records, updating task trackers, reporting status, escalating issues, and documenting recurring procedures while protecting confidential information.

Audits call-tracking and CRM data for lead quality, routing accuracy, compliance, billing accuracy, and partner-delivery quality. Reviews logs for discrepancies, invalid calls, scoring errors, missing fields, and anomalies; documents findings, supports data cleaning and verification, follows QA protocols, improves SOPs, and escalates complex issues. The role is fully remote and requires strong spreadsheet skills, attention to detail, and familiarity with call-tracking and lead-management systems.

Audits call-tracking and CRM data for lead quality, routing accuracy, compliance, billing inputs, and partner delivery. Reviews logs for mismatches and anomalies, applies QA protocols, documents findings, supports data cleaning and reporting, and escalates discrepancies. The role also helps improve QA procedures and collaborates with internal teams and external data feeds to protect billing accuracy and partner trust.

Participate in structured licensing and financial planning training, conduct consultative discovery conversations, evaluate client financial needs, and design asset-protection, disability, and retirement solutions using financial modeling software. Build a local advisory practice through community, professional, and personal-network engagement. The role includes mentorship, sponsored licensing, administrative support, marketing assistance, and performance-based commissions with uncapped earning potential.

Supports senior advisors with client data analysis, macroeconomic financial modeling, client meetings, case implementation, annual reviews, relationship management, and business development events. The role includes administrative follow-up, client service, educational marketing activities, licensing support, and a structured path toward Lead Advisor status. Candidates should have 1–3 years of relevant experience, an active Life and Health Insurance license, and preferably FINRA securities licenses.

Participate in structured financial planning and licensing training, conduct consultative client discovery conversations, design asset-protection, disability, and retirement solutions, and build a local advisory business through community and professional networking. The role offers mentorship, administrative and marketing support, sponsored licensing, startup financing, and performance-based commissions with uncapped earning potential.

Supports senior advisors by analyzing client data, preparing financial models, participating in client meetings, coordinating case implementation and annual reviews, managing existing client relationships, and assisting with business development workshops and marketing events. The role requires or encourages securities and insurance licensing, provides training and sponsorship, and offers a structured path toward Lead Advisor status.

Participate in structured licensing and financial planning training, conduct consultative client discovery conversations, assess financial needs, and design asset-protection, disability, and retirement solutions. Build a local advisory practice through community engagement, professional networking, and personal outreach while managing an autonomous entrepreneurial schedule.

Provide comprehensive financial planning and wealth management advice to individuals, families, and business owners. Design asset protection, retirement income, and estate planning solutions; expand regional client networks through CPA alliances and marketing channels; and manage client relationships to support retention and satisfaction. The role requires active securities and insurance licenses, at least three years of producing advisor experience, and an entrepreneurial, consultative approach.

Participate in licensing and financial planning training, conduct consultative discovery conversations, evaluate client financial needs, design asset-protection, disability, and retirement solutions, and build a local advisory business through community and professional networking. The role includes mentorship, administrative and marketing support, sponsored licensing, and performance-based commissions with uncapped earning potential.

Participate in structured licensing and financial planning training, conduct consultative client discovery conversations, assess financial needs and vulnerabilities, and design asset-protection, disability, and retirement solutions using financial modeling software. Build a local advisory business through community engagement, professional organizations, and personal networks while managing an autonomous, entrepreneurial schedule.

Supports senior advisors by analyzing client data, preparing financial models, participating in planning meetings, coordinating case implementation and annual reviews, and managing existing client relationships. The role also contributes to business development through workshops and educational marketing events. Candidates need financial services experience, required state insurance licensing, and preferably FINRA securities licenses. The position offers training, licensing sponsorship, administrative support, and a path toward Lead Advisor status.

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

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.