Financial Services Advisor: Licensing & Startup Training

Wisepath Group; Cheyenne (WY); On-site; USD 50,000 - 120,000; Full time

Benefits offered by this job

Startup financing programs

Transition allowances

Fully sponsored licensing training

Job summary

Wisepath Group and Wisepath Recruiting are recruiting for a direct-hire role with a premier wealth management practice aligned with OneAmerica Financial. A structured classroom-to-field training curriculum, licensing sponsorship, and full back-office support will help you build a local advisory business in Cheyenne, WY.

You will learn macroeconomic planning, client discovery, and advanced financial modeling to craft asset-protection, disability, and retirement planning solutions while developing

Qualifications

• No prior financial industry experience required; background in sales, teaching, operations, or management valued.
• A natural ability to build trust with clients.
• Strong work ethic and the self-discipline to manage an autonomous schedule.
• 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

Tools

Financial modeling software

Job description

Wisepath Group and Wisepath Recruiting are recruiting for a direct-hire role with a premier wealth management practice aligned with OneAmerica Financial. A structured classroom-to-field training curriculum, licensing sponsorship, and full back-office support will help you build a local advisory business in Cheyenne, WY.

You will learn macroeconomic planning, client discovery, and advanced financial modeling to craft asset-protection, disability, and retirement planning solutions while developing