The Role
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.
Summary Generated by Built In
Associate Financial Advisor
Position Overview
This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.Key Responsibilities
- Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
- Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
- Manage existing client relationships, addressing daily operational inquiries with high professional standards.
- Collaborate with the team on local business development, group workshops, and educational marketing events.
Requirements
- FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
- Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
- 1–3 years of experience in banking, insurance, or consultative client-facing sales.
- High coachability, strong active-listening skills, and a collaborative mindset.
Professional Development
- Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
Skills Required
- Active State Life and Health Insurance License, or ability to obtain within 30 days of hire
- 1-3 years of experience in banking, insurance, or consultative client-facing sales
- FINRA Series 7 and Series 66, or Series 6 and 63
- High coachability
- Strong active-listening skills
- Collaborative mindset
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The Company
What We Do
Wisepath Financial Group provides comprehensive estate planning and wealth management services to protect families' futures. They offer personalized strategies for retirement planning, funding, and long-term care, working with individuals and professional advisors to build strong financial foundations and secure lasting legacies for future generations.
