Our Goal is Your Success
Wealth Advisor
Location
United States
Posted
4 days ago
Salary
0
Seniority
Senior
Job Description
Wealth Advisor
Wisepath Financial Group
• Develop and maintain long-term client relationships • Conduct comprehensive financial reviews • Identify planning opportunities • Deliver customized recommendations • Develop referral partnerships • Create enterprise value • Mentor future advisors • Participate in networking events • Strengthen community relationships
Job Requirements
- Experience in financial services, wealth management, insurance, or financial planning
- MUST hold an active Life & Health Insurance License
- Must currently hold any FINRA registrations (SIE, Series 6, Series 7, Series 63, Series 65, Series 66, or other)
- Comfortable building relationships through networking and referrals
- Must manage an existing book of business
- Ability to work independently and manage client relationships
Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- 401(k) with 6% Company Match
- Leadership Development Programs
- Advanced Planning Training
- Mentorship Opportunities
- Continuing Education Support
- Marketing Support
- Business Development Resources
- CRM Technology
- Planning Technology
- Operational Support
- National Recognition Programs
- Advisor Awards
- Incentive Travel Opportunities
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