Financial Advisor

Wisepath Financial Group; Edmond (OK); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Shared office space

Administrative assistant support

Book acquisition pathway

Structured succession planning

Job summary

Wisepath Financial Group in Edmond, OK seeks an experienced Financial Advisor to transition their practice into an independent business-owner model, leveraging a strong local brand, advanced financial modeling technology, and direct mentorship to scale operations and build long-term equity.

The role includes access to shared office space, administrative support, and a clear pathway for book acquisition and succession planning, with a commitment to equal opportunity in the workplace.

Qualifications

• Active FINRA Series 7 and Series 66 registrations.
• Active State Life & Health Insurance License.
• 3+ years as a producing Financial Advisor with a clean regulatory record.
• Entrepreneurial mindset with a consultative, relationship-first approach.

Responsibilities

• Provide macroeconomic financial planning and wealth guidance to individuals, families, and business owners.
• Analyze client situations to design asset-protection, retirement income, and estate-planning solutions.
• Expand regional client networks via local CPA alliances and marketing channels.
• Deliver high-touch relationship management to ensure client retention and satisfaction.

Skills

FINRA Series 7

FINRA Series 66

Life & Health License

Financial Advisor experience

Entrepreneurial mindset

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 inherit 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 inherit 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 the firm's localized 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 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.