Independent Financial Advisor — Practice Builder

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

Benefits offered by this job

Transition financing and commission-pq

Shared office space & administrative支持

Book acquisition & succession planning

Job summary

Wisepath Recruiting, the specialized recruiting division of Wisepath Group, seeks an experienced Financial Advisor ready to transition into an independent business-owner model. You will inherit a strong local brand, advanced modeling technology, and direct mentorship to scale operations and build long-term equity.

You will enjoy transition financing, access to shared office space, and support for book acquisition and succession planning as part of a performance-based compensation plan.

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 approach.

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

FINRA Series 7

FINRA Series 66

Life & Health License

Entrepreneurial mindset

Job description

Wisepath Recruiting, the specialized recruiting division of Wisepath Group, seeks an experienced Financial Advisor ready to transition into an independent business-owner model. You will inherit a strong local brand, advanced modeling technology, and direct mentorship to scale operations and build long-term equity.

You will enjoy transition financing, access to shared office space, and support for book acquisition and succession planning as part of a performance-based compensation plan.