Wisepath Financial Group
Wisepath Financial Group is a financial services company dedicated to guiding clients through the complexities of financial planning. They offer a wide range of services including estate strategies, retirement preparation, insurance and annuity reviews, and wealth building strategies. The team at Wisepath aims to understand clients' goals and dreams, committing to their success with objectivity and professionalism.
Financial Advisor
3 days ago
⛰️ Colorado – Remote
🌪️ Kansas – Remote
+4 more states
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
Wisepath Financial Group
Wisepath Financial Group is a financial services company dedicated to guiding clients through the complexities of financial planning. They offer a wide range of services including estate strategies, retirement preparation, insurance and annuity reviews, and wealth building strategies. The team at Wisepath aims to understand clients' goals and dreams, committing to their success with objectivity and professionalism.
📋 Description
• Experienced Financial Advisor role in a remote/hybrid capacity. • Provide holistic wealth management solutions with independence and flexibility. • Control client relationships and enhance earnings potential. • Collaborate with seasoned associates in a supportive culture. • Focus on compliance, integrity, and ethical standards.
🎯 Requirements
• Licenses: Series 7/6, Series 63/66, and Life & Health (preferred). • Experience: Proven track record in financial services, strong networking abilities, or a keen desire to succeed in this arena. • Education: BA/BS or equivalent work experience. • Skills: Exceptional interpersonal, analytical, and client-focused mindset.
🏖️ Benefits
• W-2 with 7.5% FICA • 401(k) with 6% Match • Health, Dental, Vision, Life/Disability Insurance • National Recognition Programs & Chairman’s Trips • Flexible Work Schedule & Advancement Opportunities • Addressing Common Advisor Pain Points • No More Commission Caps: Boost your unlimited earning potential and reap the rewards of your hard work. • Extensive Product Portfolio: Offer a broad suite of solutions to fit every client’s needs—no more “one-size-fits-all” constraints. • Brand & Marketing Support: Leverage our Fortune 500 backing for credibility and in-house marketing resources for lead generation. • Collaboration & Mentorship: Grow alongside experienced advisors and benefit from a culture of joint work and shared success. • Work-Life Balance: Enjoy the freedom to build your schedule around your clients and personal life.
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