Wisepath Financial Group

Financial Advisor – Wealth Management Advisor

Wisepath Financial Group

full-time

Posted on:

Location Type: Hybrid

Location: United States

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Salary

💰 $90,000 - $250,000 per year

About the role

  • 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

Requirements

  • Active Series 6 or Series 7 license
  • Active Series 63 or Series 66 license
  • Active Life and Health Insurance license
  • Experience in financial advisory, wealth management, insurance sales, or investment services
  • Strong business development and client relationship management skills
  • Bachelor’s degree in Finance, Business, Economics, or related field (preferred)
  • Certified Financial Planner (CFP), ChFC, or similar designation (preferred)
  • Existing book of business (preferred)
  • Experience with financial planning software and CRM systems (preferred)
Benefits
  • W-2 employment
  • Commission-based compensation with residual income
  • Performance-based bonuses and production incentives
  • 401(k) with company match
  • Medical, dental, vision, life, and disability insurance
  • Marketing, compliance, and operational support
  • Flexible scheduling and business development autonomy
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningretirement income analysisinvestment advisory servicesmutual fundsasset allocation strategiesinsurance planningportfolio managementperformance reviewscompliancefinancial planning software
Soft Skills
business developmentclient relationship managementnetworkingreferralsclient acquisition strategiesongoing relationship managementclient retention support
Certifications
Series 6 licenseSeries 7 licenseSeries 63 licenseSeries 66 licenseLife and Health Insurance licenseCertified Financial Planner (CFP)ChFC