Independent Financial Advisor — Build Your Own Practice & Equity

Wisepath Group; Scottsdale (AZ); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Transition financing

Office space & admin support

Book acquisition pathways

Succession planning

Job summary

Wisepath Group’s Wisepath Recruiting division seeks an experienced Financial Advisor to transition a practice into an independent business-owner model in Scottsdale, AZ. You will inherit a strong local brand, state-of-the-art financial modeling technology, and direct mentorship to scale operations and build long-term enterprise equity.

The role includes transition financing, a competitive commission structure, shared office space, and pathways for book acquisition and succession planning, with a

Qualifications

• Active FINRA Series 7 and Series 66 registrations.
• Active State Life & Health Insurance License.
• 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
• Entrepreneurial mindset with a consultative, relationship-first planning process.

Responsibilities

• Provide macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
• Analyze client situations to design asset-protection, retirement income, and estate-planning solutions.
• Foster regional client networks via CPA alliances and marketing channels.
• Deliver high-touch relationship management for client retention and satisfaction.

Skills

FINRA Series 7

FINRA Series 66

Life & Health License

3+ years experience

Entrepreneurial mindset

Job description

Wisepath Group’s Wisepath Recruiting division seeks an experienced Financial Advisor to transition a practice into an independent business-owner model in Scottsdale, AZ. You will inherit a strong local brand, state-of-the-art financial modeling technology, and direct mentorship to scale operations and build long-term enterprise equity.

The role includes transition financing, a competitive commission structure, shared office space, and pathways for book acquisition and succession planning, with a