Financial Services Trainee — Licensing Sponsorship

Wisepath Financial Group

Norman (OK)

On-site

USD 50,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Sponsorship for FINRA licensing

Structured training program

Startup financing programs

Job summary

Wisepath Recruiting, a specialized recruiting division of Wisepath Group, is recruiting for a premier wealth management practice aligned with OneAmerica Financial®. You will undergo a classroom-to-field training curriculum, paired with a seasoned mentor to build a predictable, relationship-driven local business.

No prior finance experience is required; sales, teaching, operations, or management backgrounds are valued.

Qualifications

No prior financial industry experience required; background in sales, teaching, operations, or management valued.
Bachelor's degree preferred or equivalent track record of professional success.
Sponsorship provided for licensing exams (FINRA) and background check.

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.