Associate Financial Advisor

Wisepath Financial Group; Wichita (KS); Híbrido; USD 60 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work model

Licensing sponsorship

Training program

Performance bonuses

Resumo da oferta

Wisepath Recruiting, a specialized recruiting division of Wisepath Group, is assisting a premier wealth management practice aligned with OneAmerica Financial to fill a direct-hire advisor role.

You will join a team integrated into active client cases, contribute to strategy design, and attend joint-planning meetings with a Senior Partner. A clear three-year track leads to Lead Advisor status, with a hybrid work model and structured development.

Qualificações

• FINRA licenses preferred or in transition within 30 days.
• 1–3 years in banking, insurance, or consultative sales.
• Strong listening and collaboration skills.

Responsabilidades

• Support Senior Advisors by analyzing client data and building macroeconomic models.
• Assist in client meetings with admin follow-ups, case implementation, and annual reviews.
• Manage existing client relationships with professional, daily inquiries.
• Collaborate on local business development and marketing events.

Conhecimentos

Macroeconomic modeling

Client relationship management

Sales experience

Active listening

Formação académica

Bachelor's degree in finance

Ferramentas

Financial modeling tools

Descrição da oferta de emprego

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®.

Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.

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.

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