The Role
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.
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.
