Independent Wealth Advisor: Build Your Practice & Equity

Wisepath Group; Denver (CO); On-site; USD 100,000 - 250,000; Full time

Job summary

Wisepath Group’s 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 scale operations and build long‑term enterprise equity.

Responsibilities include macroeconomic financial planning, complex client case analysis for asset protection and retirement planning, network expansion via CPA alliances, and delivering

Qualifications

• Active FINRA registrations (Series 7 and Series 66 or Series 6/63/65).
• Active State Life & Health Insurance License.
• 3+ years of experience as a producing Financial Advisor with clean regulatory record.
• Entrepreneurial mindset with a consultative, relationship‑first planning approach.

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 localized CPA alliances and marketing channels.
• Deliver high‑touch relationship management for client retention and satisfaction.

Skills

FINRA Series 7

FINRA Series 66

Life & Health License

Producing Financial Advisor experience

Job description

Wisepath Group’s 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 scale operations and build long‑term enterprise equity.

Responsibilities include macroeconomic financial planning, complex client case analysis for asset protection and retirement planning, network expansion via CPA alliances, and delivering