Key Facts

Remote From:

Full time

English

Hard Skills

Medical Licensing (Health Law) Tax Strategy Tax Planning Wealth Management Retirement Planning Estate Planning Customer Relationship Management Financial Advising Business Development Insurance Policies +3 more

Other Skills

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Communication
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Teamwork
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Relationship Building
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Growth Mindedness
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Self-Motivation

Roles & Responsibilities

Active Series 65 or Series 7 and 66
Active Life and Health Insurance License
Experience in financial advising, wealth management, or insurance planning
Strong communication and relationship-building skills

Requirements:

Meet with pre-scheduled, qualified prospects provided weekly
Deliver holistic financial plans (retirement, tax, insurance, estate)
Build and maintain long-term client relationships
Provide tax-efficient and wealth preservation strategies

Wisepath Group

About Wisepath Group

Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.

Founded: 2018

Company size: 11 - 50

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Job description

Financial Advisor (Fully Licensed) – Build a High-Income Practice

Wisepath Financial Group | Remote / Hybrid
Monthly Base + Uncapped Commission | W-2 | Pre-Qualified Appointments Provided

Tired of Prospecting? Step Into a Role Where Qualified Clients Are Booked for You.

Wisepath Financial Group is hiring an experienced, fully licensed Financial Advisor who wants to focus on advising and closing—not chasing leads.

We provide weekly pre-qualified client appointments scheduled directly on your calendar, allowing you to spend your time delivering strategies and building relationships instead of prospecting.

Wisepath is a national, fast-growing firm specializing in holistic financial planning, integrating retirement planning, tax strategy, estate planning, and insurance into one cohesive client experience.

If you are looking for consistent opportunities, strong support, and uncapped income, this is the role.

What You’ll Do

Meet with pre-scheduled, qualified prospects provided weekly
Deliver holistic financial plans (retirement, tax, insurance, estate)
Build and maintain long-term client relationships
Provide tax-efficient and wealth preservation strategies
Collaborate with internal specialists (estate, tax, retirement)
Grow your book of business with built-in support

Why Advisors Choose Wisepath

Pre-qualified leads provided weekly with appointments booked for you
W-2 position with monthly base plus uncapped commissions
80/20 payout structure to maximize earnings
Increasing salary after reaching production milestone
$500/month insurance stipend after 90 days
Full planning, compliance, and operational support
Access to attorneys, CPAs, and advanced planning resources
Holistic planning model (not product-driven)
Remote flexibility and growth-focused culture

What You Bring

Active Series 65 or Series 7 and 66
Active Life and Health Insurance License
Experience in financial advising, wealth management, or insurance planning
Strong communication and relationship-building skills
Ability to close and convert client opportunities
Growth mindset and income-driven motivation

Nice to Have

CPA designation or strong tax-planning background
CFP, ChFC, RICP, or similar designations
Experience with high-net-worth clients
Background in estate or advanced planning strategies
Existing book of business or referral network
Familiarity with FERS, TSP, or government benefits

Apply Now

If you are a licensed advisor ready for consistent opportunities and uncapped income, apply today.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

Ready to apply?

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