The Role
Participate in structured financial planning and licensing training, conduct consultative client discovery conversations, evaluate financial needs, and design asset-protection, disability, and retirement solutions using financial modeling software. Build a local advisory business through community engagement, professional networking, and personal referrals while managing an autonomous schedule and completing required industry licensing.
Summary Generated by Built In
Financial Services Representative
Position Overview
No background in finance is required. A fully structured, classroom-to-field training curriculum is provided to teach macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.Key Responsibilities
- Participate in a structured, multi-phase licensing and financial planning training program.
- Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
- Design tailored asset-protection, disability, and retirement planning solutions using advanced financial modeling software.
- Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.
Requirements
- No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
- A natural ability to build trust, paired with deep professional empathy.
- Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
- Must pass a standard industry background check and licensing exam (sponsorship provided).
- Bachelor's degree preferred, or equivalent track record of professional success.
Professional Development
- Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development.
Skills Required
- No prior financial industry experience required
- Ability to build trust and demonstrate professional empathy
- Strong work ethic and self-discipline to manage an autonomous schedule
- Pass a standard industry background check
- Pass the required financial services licensing exam
- Bachelor's degree or equivalent professional track record
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
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.
