The Role
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.
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 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.
Professional Development
- Access to shared 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 consultative, relationship-first financial planning
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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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