Financial Services Representative

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

Position Overview

No background in finance is required. A fully structured, classroom-to-field training curriculum is provided to teach macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.

Position Overview

No background in finance is required. A fully structured, classroom-to-field training curriculum is provided to teach macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.

Key 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.

Requirements

• No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
• A natural ability to build trust, paired with deep professional empathy.
• Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
• Must pass a standard industry background check and licensing exam (sponsorship provided).
• Bachelor's degree preferred, or equivalent track record of professional success.

Professional Development

• Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development.
• Structured mentorship and hands-on training to support professional growth.
• Ongoing opportunities to develop financial planning expertise and build long-term client relationships.

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.