Associate Financial Advisor

Wisepath Financial Group

Associate Financial Advisor supporting wealth management and client relationship management for a firm aligned with OneAmerica Financial. Collaborating with senior advisors and actively participating in financial strategy meetings.

Posted 7/28/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and financial modeling, with a strong focus on compliance and regulatory requirements. Capable of supporting business development initiatives and effectively collaborating in team environments.

Highest-signal resume keywords

FINRA Series 7FINRA Series 66State Life & Health Insurance LicenseClient Relationship ManagementConsultative Sales Experience

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

Macroeconomic Financial ModelingClient Data AnalysisCase ImplementationAnnual Review Coordination

Soft Skills

High CoachabilityActive ListeningCollaborative Mindset

Certifications & Qualifications

FINRA Series 7FINRA Series 66State Life & Health Insurance License

Industry Keywords

BankingInsuranceConsultative SalesBusiness DevelopmentEducational Marketing

About the role

Key responsibilities & impact

Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
Manage existing client relationships, addressing daily operational inquiries with high professional standards.
Collaborate with the team on local business development, group workshops, and educational marketing events.

Requirements

What you’ll need

FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred
Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire)
1–3 years of experience in banking, insurance, or consultative client-facing sales
High coachability
Strong active-listening skills
Collaborative mindset

Benefits

Comp & perks

Competitive income/ plus performance-based bonuses and joint-work splits
Dedicated training program
Licensing sponsorship
Clear 3-year track to Lead Advisor status