Wisepath Financial Group

Financial Planning and Analysis

• Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit.
• Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors.
• Support Clients – Address questions, surface needs, and introduce insurance and investment solutions.
• Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
• Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).

Entry-Level Financial Advisor

Financial Advisor

Financial Advisor – Entry-Level

Data Entry

• Perform bookkeeping and accounting entries with high accuracy.
• Manage and update Google Sheets and Excel reports.
• Conduct data entry and validation to ensure consistency across systems.
• Maintain confidentiality and integrity when handling sensitive financial information.

Bookkeeper, Data Entry Representative

QA Engineer

• Review and assess call recordings and transcripts for quality and accuracy.
• Document findings and provide clear feedback to improve quality metrics.
• Take AI training notes and help apply insights to client processes.
• Collaborate with team members to implement automation or workflow improvements using AI tools.

Large Language Model QA Representative

Performance Marketing

• Create, manage, and optimize paid ad campaigns on Google and Meta platforms.
• Monitor performance metrics and prepare performance reports.
• Implement creative strategies to increase ad performance and ROI.
• Use AI tools or prompts to assist in ad creation or data analysis where appropriate.

Entry-Level Financial Advisor

Entry-Level Financial Advisor

Financial Advisor

Financial Advisor – Entry-Level

Financial Advisor

Bookkeeper, Data Entry Representative

Large Language Model QA Representative

Ads Manager