Associate Financial Advisor: Path to Lead Advisor

Wisepath Financial Group; Lake Hiawatha (NJ); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Licensing sponsorship

Structured training program

Back-office support

Marketing support

Job summary

Wisepath Recruiting, a specialized recruiting division of Wisepath Group, is recruiting for a premier wealth management practice aligned with OneAmerica Financial®. This direct-hire role integrates into active client cases, participating in strategy design and joint-planning meetings with a Senior Partner.

Responsibilities include supporting Senior Advisors with macroeconomic models, client meetings, and ongoing relationship management.

Qualifications

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

Responsibilities

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

Skills

Coachability

Active listening

Collaboration

Job description

Wisepath Recruiting, a specialized recruiting division of Wisepath Group, is recruiting for a premier wealth management practice aligned with OneAmerica Financial®. This direct-hire role integrates into active client cases, participating in strategy design and joint-planning meetings with a Senior Partner.

Responsibilities include supporting Senior Advisors with macroeconomic models, client meetings, and ongoing relationship management.