Wisepath Financial Group logo
Wisepath Financial Group

Our Goal is Your Success

Wealth Advisor

GeneralGeneralFull TimeRemoteSeniorTeam 11-50Since 2017H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

4 days ago

Salary

0

Seniority

Senior

Bachelor DegreeEnglish

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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