Wisepath Financial Group

Paralegal

• Engage with clients to explain the importance of estate planning and help determine the best package for their needs
• Utilize estate planning software to generate accurate documents based on client input and ensure all necessary details are captured before review by partner attorneys
• Assist clients with intake forms, final documentization, and promptly address any questions throughout the process
• Support clients in coordinating asset transfers and ensure proper trust funding for a fully implemented estate plan
• Serve as the primary point of contact for clients, providing ongoing support, timely follow-ups, and addressing any concerns to keep the process on track
• Confidently discuss the estate planning process with clients, overcome objections, and clearly communicate the value of completing their estate plans

Estate Planning Paralegal

Financial Planning and Analysis

• Develop new business through networking, referrals, and client acquisition strategies
• Conduct comprehensive financial planning and retirement income analysis
• Provide investment advisory services including mutual funds and asset allocation strategies
• Implement insurance planning solutions including life and disability insurance
• Deliver portfolio management and ongoing performance reviews
• Maintain compliance with FINRA, state insurance, and regulatory requirements
• Document financial plans and client communications within CRM systems
• Provide ongoing relationship management and client retention support

Financial Advisor – Wealth Management Advisor

• 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).

Financial Advisor – Entry-Level

• Engage with clients to explain the importance of estate planning and help determine the best package for their needs.
• Utilize estate planning software to generate accurate documents based on client input and ensure all necessary details are captured before review by partner attorneys.
• Assist clients with intake forms, final documentization, and promptly address any questions throughout the process.
• Support clients in coordinating asset transfers and ensure proper trust funding for a fully implemented estate plan.
• Serve as the primary point of contact for clients, providing ongoing support, timely follow-ups, and addressing any concerns to keep the process on track.
• Confidently discuss the estate planning process with clients, overcome objections, and clearly communicate the value of completing their estate plans.