Entry-Level Financial Advisor — Training & Licensing

Wisepath Group; Bridgewater Township (NJ); On-site; USD 50,000 - 120,000; Full time

Job summary

Wisepath Group's Wisepath Recruiting division is recruiting for a premier wealth management practice. This direct-hire role starts with classroom-to-field training in macroeconomic planning principles and client acquisition, paired with a mentor to build a predictable, relationship-driven local business.

You do not need prior financial industry experience; the program covers licensing, and sponsorship is provided.

Qualifications

• No prior financial industry experience required; background in sales, teaching, operations, or management valued.
• Must pass a standard industry background check and licensing exam (sponsorship provided).
• Bachelor's degree preferred, or equivalent track record of professional success.

Responsibilities

• Participate in a structured, multi-phase licensing and financial planning training program.
• Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
• Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
• Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.

Skills

Sales

Teaching

Operations

Management

Education

Bachelor's degree

Equivalent track record of professional success

Tools

Financial modeling software

Job description

Wisepath Group's Wisepath Recruiting division is recruiting for a premier wealth management practice. This direct-hire role starts with classroom-to-field training in macroeconomic planning principles and client acquisition, paired with a mentor to build a predictable, relationship-driven local business.

You do not need prior financial industry experience; the program covers licensing, and sponsorship is provided.