Associate Wealth Advisor — Licensing & 3-Year Lead Path

Wisepath Group; Denver (CO); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Licensing sponsorship

Hybrid work model

3-year track to Lead Advisor

Job summary

Wisepath Group, through Wisepath Recruiting, is seeking a finance-advisory professional to support Senior Advisors in macroeconomic modeling and client planning. The role combines client engagement with back-office coordination in a growth-focused wealth management practice.

Ideal candidates have 1–3 years in banking or insurance sales, a Life & Health license (or willingness to obtain), and excellent listening skills. A hybrid work arrangement and structured development program are provided.

Qualifications

• FINRA Series 7 and 66 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 and strong active-listening skills.

Responsibilities

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

Skills

FINRA Series 7 & 66

Job description

Wisepath Group, through Wisepath Recruiting, is seeking a finance-advisory professional to support Senior Advisors in macroeconomic modeling and client planning. The role combines client engagement with back-office coordination in a growth-focused wealth management practice.

Ideal candidates have 1–3 years in banking or insurance sales, a Life & Health license (or willingness to obtain), and excellent listening skills. A hybrid work arrangement and structured development program are provided.