Jobs at Wisepath Financial Group

Develop and maintain long-term client relationships, deliver comprehensive financial planning (retirement, wealth accumulation, protection, estate, business planning), identify planning opportunities, build referral networks and centers of influence, leverage CRM and planning technology, and mentor/build teams while pursuing leadership and succession planning.

Build and grow a client-focused advisory practice: manage long-term client relationships, conduct comprehensive financial reviews, deliver personalized planning, pursue business development and referrals, mentor developing advisors, and participate in leadership and succession planning while leveraging firm marketing and support resources.

Lead and grow a national retirement planning division serving federal, state, and public employees. Maintain an active advisory practice, conduct retirement consultations, convert prospects, provide case design and planning guidance, mentor and onboard advisors, and support strategic growth and platform development.

Serve as a client-facing advisor delivering comprehensive financial planning (retirement, wealth accumulation, protection, estate, business planning), manage and grow client relationships, develop referral networks and centers of influence, leverage CRM and planning technology, mentor/lead teams, and support succession and practice growth.

Serve and grow client relationships through comprehensive financial planning (retirement, accumulation, protection, estate, business planning). Develop referral networks and centers of influence, use CRM and planning tools, mentor/lead teams, and plan for succession and long-term practice growth.

Manage and grow a client-focused wealth advisory practice: build and maintain long-term client relationships, conduct comprehensive financial planning (retirement, wealth accumulation, protection, estate and business planning), generate referrals and centers of influence, leverage CRM and planning technology, mentor or build teams, and pursue succession and leadership opportunities within a collaborative firm.

Serve as an experienced financial advisor: manage long-term client relationships, deliver comprehensive financial planning, pursue retirement/protection/wealth goals, grow referral networks, lead business development, mentor junior advisors and support practice succession and leadership growth.

Build and grow a client-focused financial practice: manage long-term client relationships, deliver comprehensive financial planning, pursue business development and referral networks, mentor junior advisors, and lead succession and practice-continuity planning.

Build and manage long-term client relationships, perform comprehensive financial reviews, identify planning opportunities, deliver customized wealth, retirement, protection, estate and business planning recommendations, and grow a practice through referrals, networking, and leadership development using CRM and planning technology.

Build and manage long-term client relationships, deliver comprehensive financial planning (retirement, wealth accumulation, protection, estate, business planning), grow a practice through referral networks and centers of influence, leverage CRM and planning technology, mentor and develop teams, and support succession and legacy planning.

Manage and grow client relationships by delivering comprehensive financial planning (retirement, wealth accumulation, protection, estate, and business planning). Identify planning opportunities, provide customized recommendations, and build practice through referral networks, marketing, CRM and mentorship while pursuing leadership and succession planning.

Serve high-net-worth clients by developing and maintaining long-term relationships, conducting comprehensive financial reviews, delivering customized retirement, wealth accumulation, protection, estate, and business planning, and growing a practice through referral networks, CRM and planning technology, mentoring, and succession planning.

Manage long-term client relationships and deliver comprehensive financial planning (retirement, wealth accumulation, protection, estate, and business planning). Build and grow a practice through referral networks, marketing support, CRM and planning technology, team development, and succession planning. Mentor advisors and pursue leadership opportunities while leveraging firm resources for business development and advanced planning.

Provide high-level administrative support to a multi-business owner: manage calendars and travel, handle calls and emails, organize Google Drive, track projects and deadlines, run follow-ups and status reporting, coordinate operations across teams, and ensure executive priorities move forward efficiently.

Build and grow a financial advisory practice by managing client relationships, delivering comprehensive financial planning (retirement, estate, risk, business planning), developing referral networks, leveraging CRM and planning technology, and mentoring/leading teams toward succession and long-term practice value.

Lead client relationship management and deliver personalized financial planning. Grow business via referrals, networking, and marketing. Mentor developing advisors, support succession planning, and pursue leadership opportunities while using company resources for practice growth.

Build and grow a financial advisory practice by developing long-term client relationships, conducting comprehensive financial reviews, delivering personalized planning strategies, driving business development and referral networks, mentoring advisors, and participating in leadership and succession planning.

Provide comprehensive financial planning and long-term client relationship management. Deliver retirement, estate, protection, and business planning advice. Build referral networks, grow a practice, mentor advisors, and leverage CRM and planning technology to expand enterprise value.

Build and maintain long-term client relationships, conduct comprehensive financial reviews, deliver customized retirement, accumulation, protection, estate and business planning, grow referral networks and centers of influence, leverage CRM and planning technology, mentor and develop teams, and participate in succession and practice continuity planning.

Advise and manage client relationships through comprehensive financial planning (retirement, wealth accumulation, risk/estate/business planning), build and grow a practice via referral networks and CRM/planning technology, mentor and develop teams, and pursue succession and leadership opportunities.