The Role
Participate in structured licensing and financial planning training, conduct client discovery conversations, assess financial needs, and design asset-protection, disability, and retirement solutions. Build a local advisory business through community engagement, professional organizations, and personal networks. The role includes mentorship, sponsored licensing, relationship development, and autonomous business management. No prior finance experience is required.
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
- Pass a standard industry background check
- Pass the required licensing examination
- Obtain Life and Health licensing and FINRA registrations
- Strong ability to build trust and demonstrate professional empathy
- Strong work ethic and self-discipline for autonomous schedule management
- Bachelor's degree or equivalent professional track record
- Prior financial industry experience
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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.
