Independent Financial Advisor: Grow Your Own Practice

Wisepath Group; Short Hills (NJ); Sur place; USD 100 000 - 250 000; Plein temps

Résumé du poste

Wisepath Group, through Wisepath Recruiting, seeks an experienced Financial Advisor in New Jersey to transition their practice into an independent business-owner model with mentorship, a robust local brand, and access to advanced financial modeling technology.

You will inherit a structured transition program, back-office support, and local marketing resources, with compensation estimated at $100,000–$250,000+ per year, based on performance.

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.

Responsabilités

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

Connaissances

FINRA Series 7

FINRA Series 66

Entrepreneurial mindset

Relationship management

Formation

State Life & Health Insurance License

Outils

Financial modeling technology

Description du poste

Wisepath Group, through Wisepath Recruiting, seeks an experienced Financial Advisor in New Jersey to transition their practice into an independent business-owner model with mentorship, a robust local brand, and access to advanced financial modeling technology.

You will inherit a structured transition program, back-office support, and local marketing resources, with compensation estimated at $100,000–$250,000+ per year, based on performance.