Financial Advisor

Wisepath Financial Group; Scottsdale (AZ); On-site; USD 120,000 - 200,000; Full time

Job summary

Wisepath Financial Group in Scottsdale, AZ seeks an experienced Financial Advisor to transition into an independent ownership model, supported by a strong local brand and mentorship.

You will deliver comprehensive wealth planning, build regional networks, and scale operations with access to advanced financial modeling technology.

Qualifications

• Active FINRA Series 7 registration.
• 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 consultative, relationship-first planning approach.

Responsibilities

• Provide macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
• Analyze complex client situations to design 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

Series 66

Series 6/63/65 combo

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 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.

Compensation & 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.