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Wisepath Financial Group

Our Goal is Your Success

Financial Advisor

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 11-50Since 2017H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

68 days ago

Salary

Not specified

Bachelor DegreeEnglish

Job Description

• Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners. • Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies. • Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve. • Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture. • Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide.

Job Requirements

  • Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain)
  • Experience: Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel.
  • Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model.
  • Education: Bachelor’s degree or equivalent professional experience.

Benefits

  • W-2 status with 7.5 % FICA
  • 401(k) with 6 % company match
  • Medical, dental, vision, life & disability insurance
  • National recognition programs and chairman’s trips
  • Practice-Building Tools
  • End-to-end transition support and marketing concierge
  • CRM, financial planning, and portfolio management tech stack
  • In-house product specialists and advanced planning team
  • Freedom & Flexibility
  • No product quotas or commission caps
  • Remote, hybrid, or office options to suit your lifestyle
  • Clear paths to leadership and equity participation for top performers

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