Independent Financial Advisor | Grow Your Practice & Equity

Wisepath Financial Group; Edmond (OK); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Shared office space

Administrative assistant support

Book acquisition pathway

Structured succession planning

Job summary

Wisepath Financial Group in Edmond, OK seeks an experienced Financial Advisor to transition their practice into an independent business-owner model, leveraging a strong local brand, advanced financial modeling technology, and direct mentorship to scale operations and build long-term equity.

The role includes access to shared office space, administrative support, and a clear pathway for book acquisition and succession planning, with a commitment to equal opportunity in the workplace.

Qualifications

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

Responsibilities

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

Skills

FINRA Series 7

FINRA Series 66

Life & Health License

Financial Advisor experience

Entrepreneurial mindset

Job description

Wisepath Financial Group in Edmond, OK seeks an experienced Financial Advisor to transition their practice into an independent business-owner model, leveraging a strong local brand, advanced financial modeling technology, and direct mentorship to scale operations and build long-term equity.

The role includes access to shared office space, administrative support, and a clear pathway for book acquisition and succession planning, with a commitment to equal opportunity in the workplace.