The Role
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.
Summary Generated by Built In
Financial Advisor
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 have access to 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 established local 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.
Professional Development
- Access to shared corporate office space and administrative assistant support.
- Direct pathways for book acquisition and structured practice succession planning.
Skills Required
- Active FINRA Series 7 and Series 66 registrations, or Series 6 and Series 63/65 registrations
- Active State Life and Health Insurance License
- At least 3 years of experience as a producing Financial Advisor
- Clean FINRA BrokerCheck regulatory record
- Entrepreneurial mindset and 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.
