Independent Financial Advisor: Build Your Practice Equity

Wisepath Financial Group; Short Hills (NJ); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Back-office support

Marketing assistance

Mentorship and training

Transition program

Job summary

Wisepath Financial Group seeks an experienced Financial Advisor to transition their practice into an independent business venture. You will leverage a strong local brand, robust modeling tools, and direct mentorship to scale operations and build long-term equity.

You will operate in a structured environment with back-office support, transition financing, and access to marketing channels to expand client networks and drive growth.

Qualifications

• Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) 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 commitment to a consultative, relationship-first planning process.

Responsibilities

• Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
• Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
• Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.
• Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.

Job description

Wisepath Financial Group seeks an experienced Financial Advisor to transition their practice into an independent business venture. You will leverage a strong local brand, robust modeling tools, and direct mentorship to scale operations and build long-term equity.

You will operate in a structured environment with back-office support, transition financing, and access to marketing channels to expand client networks and drive growth.