Financial Services Advisor — Mentored Training & Startup

Wisepath Group; Aurora (CO); On-site; USD 50,000 - 120,000; Full time

Benefits offered by this job

Sponsored licensing

Startup financing

Uncapped commissions

Job summary

Wisepath Group, via Wisepath Recruiting, seeks candidates for a direct-hire financial planning training program. No finance background required; you'll learn macroeconomic planning principles, client acquisition, and advanced case design with a mentor guiding you.

The role includes sponsored licensing, start-up financing, and a structured transition with back-office support and localized marketing assistance to build a local advisory practice; compensation ranges from $50k to $120k per year with

Qualifications

• No prior financial industry experience required; background in sales, teaching, operations, or management is highly 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 and cash flow.
• Design asset-protection, disability, and retirement planning solutions with modeling software.
• Build a local advisory brand by engaging with communities and professional networks.

Skills

Trust building

Empathy

Self-discipline

Entrepreneurial mindset

Education

Bachelor's degree preferred

Job description

Wisepath Group, via Wisepath Recruiting, seeks candidates for a direct-hire financial planning training program. No finance background required; you'll learn macroeconomic planning principles, client acquisition, and advanced case design with a mentor guiding you.

The role includes sponsored licensing, start-up financing, and a structured transition with back-office support and localized marketing assistance to build a local advisory practice; compensation ranges from $50k to $120k per year with