Wisepath Financial Group

Financial Planning and Analysis

• Help individuals, families, and business owners make important financial decisions that impact their future.
• Build meaningful relationships with clients.
• Develop professional expertise in financial advising.
• Participate in mentorship programs and leadership development opportunities.
• Learn and utilize advanced financial planning technology and CRM tools.

Financial Advisor Associate – Training & Licensing Provided

• Launch a career in financial advising that can change your future
• Become a trusted advisor helping individuals, families, and business owners make important financial decisions
• Build meaningful relationships and develop professional expertise
• Work in a collaborative environment

Financial Advisor Associate, Training and Licensing Provided

• Serve as the Lead Financial Advisor for the division.
• Conduct retirement planning consultations with qualified prospects.
• Convert appointment-generated opportunities into long-term client relationships.
• Mentor and coach Financial Advisors.
• Provide case design support and planning guidance.
• Assist with advisor onboarding and development.
• Participate in strategic growth initiatives.
• Help build a national retirement planning platform.

Managing Director – Lead Financial Advisor

• Meet with pre-scheduled, qualified prospects provided weekly
• Deliver holistic financial plans (retirement, tax, insurance, estate)
• Build and maintain long-term client relationships
• Collaborate with internal specialists (estate, tax, retirement)

Financial Advisor, Fully Licensed

Technical Project Manager

• Lead daily standups and team coordination
• Translate requirements into clear, actionable tasks (ClickUp)
• Maintain documentation and ensure delivery timelines
• Collaborate with stakeholders across a remote, global team
• Contribute to Ruby on Rails codebase (bug fixes, improvements)
• Optimize PostgreSQL queries and data handling (JSONB)
• Troubleshoot and resolve production issues
• Own roadmap for data ingestion and processing
• Ensure accurate mapping of new data sources
• Monitor Sidekiq queues and job processing
• Identify and resolve bottlenecks in data pipelines
• Maintain high-quality, client-ready outputs (especially for law firms)

Full-stack Engineer

• Build a scalable CRM and lead management platform
• Develop backend systems using Ruby on Rails and PostgreSQL
• Create APIs and integrations with tools like Twilio and Stripe
• Design dashboards and user portals
• Implement routing, validation, and lifecycle tracking

Financial Advisor Associate – Training & Licensing Provided

Financial Advisor Associate, Training and Licensing Provided

Managing Director – Lead Financial Advisor

Financial Advisor, Fully Licensed

Technical Project Manager

CRM, Full Stack Developer