Jobs at Wisepath Financial Group

Provides personalized financial guidance to individuals and families by assessing financial goals, protection needs, cash flow, and retirement objectives. Builds client relationships through networking, referrals, and community involvement; recommends licensed insurance and retirement solutions; maintains client records and compliance documentation; supports ongoing strategy adjustments; and completes required training, licensing, and continuing education.

Develop prospective client relationships through referrals, networking, and community outreach. Conduct consultations to understand financial needs, explain life insurance, disability protection, and retirement solutions, maintain client records, and provide ongoing support. Complete required licensing and registration, participate in training, follow industry regulations, and collaborate with mentors while working remotely.

Build client relationships, assess financial priorities, and recommend life insurance, disability protection, and retirement planning solutions. Responsibilities include prospecting through referrals and networking, conducting client meetings, maintaining compliant records, completing licensing requirements, and participating in ongoing training. The role is fully remote and provides mentorship and operational support.

Participate in structured financial planning and licensing training, conduct consultative discovery conversations, assess client needs and cash flow, design asset-protection, disability, and retirement solutions, and build a local advisory business through community and professional networking. The role includes mentorship, sponsored licensing, financial modeling, and ongoing client relationship development.

Participate in structured licensing and financial planning training, conduct client discovery conversations, assess financial needs, and design asset-protection, disability, and retirement solutions. Build a local advisory business through community engagement, professional organizations, and personal networks. The role includes mentorship, sponsored licensing, relationship development, and autonomous business management. No prior finance experience is required.

Complete structured training and licensing, conduct consultative financial discovery conversations, assess client needs and cash flow, design asset-protection, disability, and retirement solutions, and build a local advisory business through community and professional networking.

Supports senior advisors with client data analysis, financial modeling, client meetings, case implementation, relationship management, annual reviews, and local business development events. The role requires financial services licensing, client-facing experience, strong listening skills, coachability, and collaboration. It includes structured training, licensing sponsorship, and a development path toward Lead Advisor.

Provide comprehensive financial planning and wealth management for individuals, families, and business owners. Design customized asset-protection, retirement, and estate-planning strategies; expand regional client networks through CPA alliances and marketing channels; and maintain strong client relationships and retention. The role requires active securities and insurance registrations, at least three years of producing advisor experience, and an entrepreneurial, consultative approach.

Participate in structured financial planning and licensing training, conduct consultative client discovery conversations, evaluate financial needs, and design asset-protection, disability, and retirement solutions using financial modeling software. Build a local advisory business through community engagement, professional networking, and personal referrals while managing an autonomous schedule and completing required industry licensing.

Provide comprehensive financial planning and wealth management for individuals, families, and business owners. Develop customized asset-protection, retirement-income, and estate-planning strategies; expand regional client networks through CPA alliances and marketing channels; and maintain high-touch relationships that support retention, practice growth, and long-term enterprise equity.

Complete structured licensing and financial planning training, conduct consultative discovery conversations, assess client financial needs, design asset-protection, disability, and retirement solutions using financial modeling software, and develop a local advisory business through community, professional, and personal-network engagement.

Complete sponsored licensing and financial planning training, conduct consultative discovery conversations, assess client financial needs, design asset-protection, disability, and retirement solutions, and build a local advisory business through community and professional networking. The role emphasizes client acquisition, relationship development, financial modeling, mentorship, and autonomous entrepreneurial work. No prior finance experience is required, but candidates must pass background checks and licensing exams.

Provides comprehensive financial planning and wealth management for individuals, families, and business owners. Designs customized asset-protection, retirement-income, and estate-planning strategies; develops client networks through CPA partnerships and marketing channels; and manages long-term client relationships. The role is intended for an experienced producing advisor transitioning into an independent business-owner model with mentorship, operational support, and practice succession opportunities.

Supports senior advisors with client data analysis, financial modeling, client meetings, case implementation, administrative follow-up, relationship management, annual reviews, and local business development events. The role includes client service, educational marketing workshops, and professional development toward Lead Advisor status. FINRA licensing is preferred, while a state Life and Health Insurance License is required or must be obtained within 30 days.

Participate in structured financial planning and licensing training, conduct client discovery conversations, assess financial needs, design asset-protection, disability, and retirement solutions, and build a local advisory business through community networking and client acquisition. The role includes mentorship, sponsored licensing, ongoing professional development, and autonomous relationship management.

Provides comprehensive financial planning and wealth management guidance to individuals, families, and business owners. Develops customized asset-protection, retirement-income, and estate-planning strategies; expands client networks through CPA partnerships and marketing channels; and manages long-term client relationships. The role requires active securities and insurance licenses, at least three years of producing advisor experience, a clean regulatory record, and an entrepreneurial, consultative approach.

Supports senior advisors with client data analysis, macroeconomic financial modeling, client meetings, case implementation, annual reviews, relationship management, and business development events. The role requires financial-services licensing, client-facing experience, strong listening skills, coachability, and collaboration. It includes training, licensing sponsorship, and a three-year path toward Lead Advisor status.

Provides comprehensive financial planning and wealth management to individuals, families, and business owners. Develops customized asset-protection, retirement-income, and estate-planning strategies; expands client networks through CPA alliances and marketing channels; and manages long-term client relationships. The role supports an independent business-owner model through mentorship, administrative assistance, office resources, book acquisition opportunities, and succession planning.

Supports senior advisors with client data analysis, financial modeling, client meetings, case implementation, administrative follow-up, and annual review coordination. Manages existing client relationships and handles operational inquiries. Participates in local business development, workshops, and educational marketing events. Requires an active State Life & Health Insurance License and preferably FINRA securities licenses, with 1–3 years of relevant banking, insurance, or consultative sales experience.

Supports senior advisors with client data analysis, financial modeling, client meetings, case implementation, relationship management, operational inquiries, annual reviews, and local business development events. The role includes licensing requirements, structured training, and progression toward Lead Advisor status.