Independent Wealth Advisor: Build Your Practice & Equity

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

Benefits offered by this job

Transition financing

Office space & admin support

Book acquisition & succession planning

Job summary

Wisepath Recruiting, a division of Wisepath Group, seeks an experienced Financial Advisor to transition their practice into an independent business-owner model with mentorship and a robust brand. You will inherit advanced financial modeling tools, an affiliate office setup, and support to scale operations.

Compensation is performance-based with transition financing and potential for equity in a growing enterprise; ideal for entrepreneurial advisors seeking autonomy and long-term equity.

Qualifications

• Active FINRA Series 7 and Series 66 registrations.
• Active State Life and Health Insurance License.
• 3+ years of experience as a producing Financial Advisor with a clean regulatory record.

Responsibilities

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

Skills

FINRA Series 7/66

Life & Health Insurance License

Financial Advisor experience

Entrepreneurial mindset

Job description

Wisepath Recruiting, a division of Wisepath Group, seeks an experienced Financial Advisor to transition their practice into an independent business-owner model with mentorship and a robust brand. You will inherit advanced financial modeling tools, an affiliate office setup, and support to scale operations.

Compensation is performance-based with transition financing and potential for equity in a growing enterprise; ideal for entrepreneurial advisors seeking autonomy and long-term equity.