Junior Wealth Advisor - Path to Lead Advisor

Wisepath Group; Raleigh (NC); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

Hybrid work model

Licensing sponsorship

Structured training program

3-year track to Lead Advisor

Job summary

Wisepath Recruiting, a division of Wisepath Group, is recruiting for a direct-hire wealth management role. You will collaborate with Senior Advisors, analyze client data, and participate in strategy meetings while progressing toward Lead Advisor status.

Ideal candidates have 1–3 years in banking or insurance, active life/health licenses or the ability to obtain them within 30 days, and strong listening and collaboration skills. A hybrid work model is offered with performance-based components.

Qualifications

• FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
• Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
• 1–3 years of experience in banking, insurance, or consultative client-facing sales.
• High coachability, strong active-listening skills, and a collaborative mindset.

Responsibilities

• Support Senior Advisors in analyzing client data and preparing macroeconomic financial models.
• Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
• Manage existing client relationships, addressing daily inquiries with high professional standards.
• Collaborate with the team on local business development, group workshops, and educational marketing events.

Skills

Active listening

Collaboration

Coachability

Job description

Wisepath Recruiting, a division of Wisepath Group, is recruiting for a direct-hire wealth management role. You will collaborate with Senior Advisors, analyze client data, and participate in strategy meetings while progressing toward Lead Advisor status.

Ideal candidates have 1–3 years in banking or insurance, active life/health licenses or the ability to obtain them within 30 days, and strong listening and collaboration skills. A hybrid work model is offered with performance-based components.