Financial Advisor, Fully Licensed

Wisepath Financial Group

Financial Advisor at Wisepath Financial Group focusing on advising and closing clients, with pre-qualified client appointments provided weekly. Delivering holistic financial planning and building relationships.

Posted 5/14/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $NaN per monthWebsite

About the role

Key responsibilities & impact

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)

Requirements

What you’ll need

Active Series 65 or Series 7 and 66
Active Life and Health Insurance License
Experience in financial advising, wealth management, or insurance planning
Growth mindset and income-driven motivation

Benefits

Comp & perks

Pre-Qualified Appointments Provided
$500/month insurance stipend after 90 days
Full planning, compliance, and operational support
Access to attorneys, CPAs, and advanced planning resources
Remote flexibility and growth-focused culture

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

financial planningretirement planningtax planninginsurance planningestate planningwealth management

Soft Skills

client relationship managementcollaborationgrowth mindsetincome-driven motivation

Certifications

Series 65Series 7Series 66Life Insurance LicenseHealth Insurance License