Independent Financial Advisor & Practice Owner (Equity)

Wisepath Group; Durham (NC); On-site; USD 100,000 - 250,000; Full time

Benefits offered by this job

Transition financing

Competitive commissions

Shared office space

Book acquisition pathways

Job summary

Wisepath Group, through Wisepath Recruiting, seeks an experienced 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 operations and build long-term equity.

The role offers transition financing, a highly competitive commission structure, shared office space, and pathways for book acquisition and practice succession.

Qualifications

• 3+ years as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
• Active FINRA registrations (Series 7 & 66 or Series 6/63/65).
• State Life & Health Insurance license is required or active.

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.
• Expand regional client networks using local CPA alliances and marketing channels.
• Deliver high‑touch relationship management to ensure client retention and satisfaction.

Skills

Entrepreneurial mindset

Client relationship management

Networking能力

Education

FINRA Series 7 & 66 licenses OR Series 6/63/65

State Life & Health Insurance license

Job description

Wisepath Group, through Wisepath Recruiting, seeks an experienced 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 operations and build long-term equity.

The role offers transition financing, a highly competitive commission structure, shared office space, and pathways for book acquisition and practice succession.