Key Facts

Remote From:

Full time

English

Hard Skills

Financial Management Medical Licensing (Health Law) Term Life Insurance Customer Retention Retirement Planning Pension Accounting Insurance Policies Mutual Funds Asset Allocation Risk Management +19 more

Roles & Responsibilities

Active Series 6 or Series 7 license
Active Series 63 or Series 66 license
Active Life and Health Insurance license
Experience in financial advisory, wealth management, insurance sales, or investment services

Requirements:

Develop new business through networking, referrals, and client acquisition strategies
Conduct comprehensive financial planning and retirement income analysis
Provide investment advisory services including mutual funds and asset allocation strategies
Implement insurance planning solutions including life and disability insurance

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 – WEALTH MANAGEMENT ADVISOR | INVESTMENT ADVISOR REPRESENTATIVE | RETIREMENT PLANNING SPECIALIST

LOCATION: Remote / Hybrid, United States
JOB TYPE: Full-Time
SALARY: $90,000 - $250,000 per year (W-2; Commission-Based; Residual Income; Production-Based Compensation)

ABOUT THE ROLE
We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation.

RESPONSIBILITIES

Develop new business through networking, referrals, and client acquisition strategies
Conduct comprehensive financial planning and retirement income analysis
Provide investment advisory services including mutual funds and asset allocation strategies
Implement insurance planning solutions including life and disability insurance
Deliver portfolio management and ongoing performance reviews
Maintain compliance with FINRA, state insurance, and regulatory requirements
Document financial plans and client communications within CRM systems
Provide ongoing relationship management and client retention support

REQUIRED QUALIFICATIONS

Active Series 6 or Series 7 license
Active Series 63 or Series 66 license
Active Life and Health Insurance license
Experience in financial advisory, wealth management, insurance sales, or investment services
Strong business development and client relationship management skills

PREFERRED QUALIFICATIONS

Bachelor’s degree in Finance, Business, Economics, or related field
Certified Financial Planner (CFP), ChFC, or similar designation
Existing book of business
Experience with financial planning software and CRM systems
Background in retirement income planning or estate planning coordination

BENEFITS

W-2 employment
Commission-based compensation with residual income
Performance-based bonuses and production incentives
401(k) with company match
Medical, dental, vision, life, and disability insurance
Marketing, compliance, and operational support
Flexible scheduling and business development autonomy

ABOUT THE COMPANY
The company supports financial professionals with integrated financial planning tools, insurance and investment solutions, compliance infrastructure, and operational resources. Advisors provide retirement planning, portfolio management, investment advisory services, and risk management strategies within a structured regulatory framework.

EQUAL OPPORTUNITY EMPLOYER STATEMENT
We are an Equal Opportunity Employer. All employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable law.

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.

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