Associate Financial Advisor

Wisepath Group; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Job summary

Wisepath Group is seeking an Associate Financial Advisor in Oregon to join a growing wealth management team. You will support Senior Advisors by analyzing client data, preparing macroeconomic financial models, and participating in strategy meetings with a Senior Partner.

The role emphasizes hands-on client work, collaborative planning, and a clear 3-year track to Lead Advisor status, including dedicated training, licensing sponsorship, and opportunities for local business development.

Qualifications

• 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.

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

Financial modeling

Active listening

Coachability

Collaborative mindset

Client-facing sales

Education

FINRA Series 7 & 66

Life & Health Insurance License

Job description

Associate Financial Advisor

Position OverviewThis 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.