Associate Financial Advisor

Wisepath Group; United States; Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Licensing sponsorship

3-year Lead Advisor track

Bonuses and commissions

Job summary

Wisepath Recruiting, a division of Wisepath Group, is seeking a motivated wealth management associate to join a premier advisory team. You will support Senior Advisors on client cases, contribute to strategy discussions, and help coordinate annual reviews.

The role offers licensing sponsorship, a defined 3-year path to Lead Advisor, and a hybrid work model with base pay plus performance bonuses, new business commissions, and payout splits.

Qualifications

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

Responsibilities

• Support Senior Advisors in analyzing client data and preparing 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

Education

FINRA Series 7/66 licenses

FINRA Series 6/63 licenses

Life & Health Insurance License

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.