Associate Financial Advisor

Wisepath Group; Town of Texas (WI); Hybrid; USD 60,000 - 120,000; Full time

Job summary

Wisepath Recruiting, a specialized division of Wisepath Group, seeks a Wealth Management Associate to bridge the start‑up phase and a mature practice. You will be integrated into active client cases, helping design strategy and participating in joint-planning meetings with a Senior Partner.

You will analyze client data, support meetings, manage relationships, and help develop local business through workshops and events.

Qualifications

• Experience building macroeconomic financial models for client scenarios.
• Excellent listening and communication skills in client-facing situations.
• Experience in banking, insurance, or consultative sales is preferred.
• Collaborative approach with senior partners and teams.

Responsibilities

• Assist Senior Advisors by analyzing client data and building macroeconomic financial models.
• Attend client meetings to handle administrative follow-ups and annual reviews.
• Manage existing client relationships and respond to daily inquiries professionally.
• Collaborate on local business development, workshops, and educational events.

Skills

Macroeconomic models

Active listening

Client-facing sales

Collaborative mindset

Job description

About Wisepath Recruiting

Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.

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.

Compensation & Professional Development

• Competitive income/ plus performance-based bonuses and joint-work splits.
• Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
• Estimated Compensation: $60,000.00 - $120,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

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.