Financial Services Advisor - Training to Wealth Mgmt

Wisepath Group; Lakewood Township (NJ); On-site; USD 50,000 - 120,000; Full time

Benefits offered by this job

Sponsored licensing

Startup financing programs

Transition allowances

Fully sponsored licensing training

Job summary

Wisepath Recruiting, a specialized division of Wisepath Group, is exclusively recruiting for a premier wealth management practice aligned with OneAmerica Financial®. The role offers classroom-to-field training in macroeconomic planning, client acquisition, and advanced case design in New Jersey.

You will be paired with a seasoned mentor, complete with a structured licensing program (Life & Health, FINRA) and start-up financing, with uncapped commissions and residual income.

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, 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.

Education

Bachelor's degree preferred

Job description

Wisepath Recruiting, a specialized division of Wisepath Group, is exclusively recruiting for a premier wealth management practice aligned with OneAmerica Financial®. The role offers classroom-to-field training in macroeconomic planning, client acquisition, and advanced case design in New Jersey.

You will be paired with a seasoned mentor, complete with a structured licensing program (Life & Health, FINRA) and start-up financing, with uncapped commissions and residual income.