The Role
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.
Summary Generated by Built In
About Wisepath Recruiting
Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.
Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.
Position Overview
We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.
Key Responsibilities
Requirements
Compensation & Professional Development
Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.
Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.
Position Overview
We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.
Key Responsibilities
- Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
- Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
- Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.
- Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.
Requirements
- Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
- Active State Life & Health Insurance License.
- 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
- Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.
Compensation & Professional Development
- Transition financing and highly competitive commission payout schedules.
- Access to shared corporate office space and administrative assistant support.
- Direct pathways for book acquisition and structured practice succession planning.
- Estimated Compensation: $100,000.00 - $250,000.00+ per year. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income. Transition financing is available for qualified advisors transitioning an existing book of business.
Skills Required
- Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
- Active State Life & Health Insurance License.
- 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
- Entrepreneurial mindset with commitment to a consultative, relationship-first planning process.
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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.
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