Independent Financial Advisor: Build Your Wealth Practice

Wisepath Financial Group; Wichita (KS); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Transition financing

Office space & admin support

Book acquisition pathway

Succession planning

Job summary

Wisepath Recruiting in Wichita, KS is seeking an experienced Financial Advisor to transition their practice into an independent owner model. You’ll inherit a strong local brand, advanced financial modeling tools, and direct mentorship to scale your book.

This direct-hire opportunity offers transition financing, competitive commission payouts, access to shared office space and admin support, and clear pathways for book acquisition and succession planning.

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 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 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.

Skills

Relationship management

Financial planning

Client acquisition

Tools

BrokerCheck familiarity

Job description

Wisepath Recruiting in Wichita, KS is seeking an experienced Financial Advisor to transition their practice into an independent owner model. You’ll inherit a strong local brand, advanced financial modeling tools, and direct mentorship to scale your book.

This direct-hire opportunity offers transition financing, competitive commission payouts, access to shared office space and admin support, and clear pathways for book acquisition and succession planning.