Managing Director – Lead Financial Advisor

Wisepath Financial Group

Managing Director and Lead Financial Advisor shaping retirement planning division at Wisepath Financial Group. Mentoring advisors and driving growth in retirement planning for Federal and Public Employees.

Posted 6/10/2026full-time🇺🇸 United StatesSenior💰 $225,000 - $500,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Active Series 7 License
Active Series 66 License (or equivalent)
Active Life & Health Insurance License
Minimum 10 years of Financial Advisory experience
Strong retirement planning and client relationship management experience
Experience working with affluent and pre-retiree clients
Preferred CFP®, RICP®, ChFC®, or equivalent professional designation
Federal retirement planning experience
Advisor leadership experience
Experience coaching or mentoring advisors
Series 24 License
Independent Broker-Dealer or Hybrid RIA experience

Benefits

Comp & perks

Competitive Base Salary
Advisory Revenue Participation
Insurance Production Compensation
Leadership Incentives
Team Growth Override Opportunities
Profit Sharing
Long-Term Partnership Opportunities

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

retirement planningclient relationship managementcase design supportfinancial advisory experiencefederal retirement planning

Soft Skills

mentoringcoachingleadershipstrategic growth initiatives

Certifications

Series 7 LicenseSeries 66 LicenseLife & Health Insurance LicenseCFP®RICP®ChFC®Series 24 License