Financial Advisor

Wisepath Financial Group; Bentonville (AR); On-site; USD 60,000 - 100,000; Full time

Job summary

Wisepath Financial Group seeks an experienced Financial Advisor to transition their practice into an independent owner-operator model. You will gain access to a strong local brand, advanced financial modeling tools, and direct mentorship to scale your business and build long-term enterprise equity.

In this role, you will provide comprehensive wealth planning, collaborate with CPAs to expand networks, and deliver high-touch service to retain clients and grow revenue.

Qualifications

• Active FINRA Series 7 and Series 66 registrations.
• Active State Life & Health Insurance License.
• 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
• Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

Responsibilities

• Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
• Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
• Foster and expand regional client networks by utilizing established local CPA alliances and marketing channels.
• Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.

Skills

Series 7 registration

Series 66 registration

Life & Health Insurance License

Entrepreneurial mindset

Relationship-first planning

Tools

Financial modeling technology

Job description

Position Overview

We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will have access to a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.

Position Overview

We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will have access to a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.

Key Responsibilities

• Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
• Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
• Foster and expand regional client networks by utilizing established local CPA alliances and marketing channels.
• Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.

Requirements

• Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
• Active State Life & Health Insurance License.
• 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
• Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

Professional Development

• Access to shared corporate office space and administrative assistant support.
• Direct pathways for book acquisition and structured practice succession planning.

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.