Financial Services Advisor — Training + Mentorship

Wisepath Financial Group; Bloomfield (NJ); On-site; USD 45,000 - 65,000; Full time

Job summary

Wisepath Financial Group in Bloomfield, NJ offers a structured training program to teach macroeconomic planning, client acquisition, and advanced case design. You’ll be paired with a mentor to build a predictable, relationship-driven local business.

No background in finance is required; sponsorship for licensing is provided and development is ongoing. Bachelor’s degree preferred or equivalent track record is valued in a supportive, collaborative environment.

Qualifications

• No background in finance required; background in sales, teaching, operations, or management is valued.
• Ability to build trust with clients and show empathy.
• Willingness to pursue licensing and pass background checks.
• Bachelor's degree preferred or equivalent track record.

Responsibilities

• Participate in a structured, multi-phase licensing and financial planning training program.
• Learn to host consultative 'discovery' conversations to evaluate client needs, vulnerabilities, and cash flow.
• Design tailored asset-protection, disability, and retirement planning solutions using the firm's modeling software.
• Build a local advisory brand by engaging with communities, organizations, and personal networks.

Skills

Trust-building

Communication

Self-discipline

Sales mindset

Education

Bachelor's degree preferred

Equivalent track record

Job description

Wisepath Financial Group in Bloomfield, NJ offers a structured training program to teach macroeconomic planning, client acquisition, and advanced case design. You’ll be paired with a mentor to build a predictable, relationship-driven local business.

No background in finance is required; sponsorship for licensing is provided and development is ongoing. Bachelor’s degree preferred or equivalent track record is valued in a supportive, collaborative environment.