Associate Financial Advisor

Wisepath Financial Group; Allentown (Lehigh County); On-site; USD 65,000 - 105,000; Full time

Job summary

Wisepath Financial Group seeks a proactive Wealth Management Associate to bridge the gap between starting out and leading a mature practice. You will join active client cases, contribute to strategy design, and participate in joint-planning meetings with a Senior Partner.

You will support Advisors with data analysis and client meetings, while developing your licenses and a clear path to Lead Advisor status over three years. The program includes training and licensing sponsorship.

Qualifications

• 1–3 years of experience in banking, insurance, or consultative client-facing sales.
• Active State Life & Health Insurance License required or within 30 days of hire.
• FINRA licenses Series 7 and 66 preferred (or Series 6 and 63).

Responsibilities

• Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
• Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
• Manage existing client relationships, addressing daily operational inquiries with high professional standards.
• Collaborate with the team on local business development, group workshops, and educational marketing events.

Skills

Active listening

Collaboration

Client-facing sales

Job description

Position Overview

This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.

Key Responsibilities

• Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
• Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
• Manage existing client relationships, addressing daily operational inquiries with high professional standards.
• Collaborate with the team on local business development, group workshops, and educational marketing events.

Requirements

• FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
• Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
• 1–3 years of experience in banking, insurance, or consultative client-facing sales.
• High coachability, strong active-listening skills, and a collaborative mindset.

Professional Development

• Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.

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.