The Role
Complete structured training and licensing, conduct consultative financial discovery conversations, assess client needs and cash flow, design asset-protection, disability, and retirement solutions, and build a local advisory business through community and professional networking.
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 the firm's 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.
- Structured mentorship and hands-on training to support professional growth.
- Ongoing opportunities to develop financial planning expertise and build long-term client relationships.
Skills Required
- Pass a standard industry background check
- Pass the required industry licensing exam
- Strong ability to build trust and demonstrate professional empathy
- Strong work ethic and self-discipline for an autonomous schedule
- Bachelor's degree or equivalent professional track record
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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.
