Independent Financial Advisor: Grow Your Practice & Equity

wisepathgroup; Edmond (OK); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Transition financing

Competitive commissions

Office support

Succession planning

Job summary

Wisepath Recruiting is seeking an experienced, active Financial Advisor to transition their practice into an independent business-owner model. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.

This direct-hire role offers transition financing, highly competitive commission payout schedules, and access to shared corporate office space with administrative support.

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.
• 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 and expand regional client networks using localized CPA alliances and marketing channels.
• Deliver high-touch relationship management to ensure client retention and satisfaction.

Skills

Financial planning

Wealth management

Relationship-building

Entrepreneurial mindset

Education

FINRA Series 7 & 66 certifications

State Life & Health Insurance License

Tools

FINRA BrokerCheck

Job description

Wisepath Recruiting is seeking an experienced, active Financial Advisor to transition their practice into an independent business-owner model. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.

This direct-hire role offers transition financing, highly competitive commission payout schedules, and access to shared corporate office space with administrative support.