Junior Wealth Planner & Client Advisor

Wisepath Group; Fayetteville (AR); On-site; USD 50,000 - 120,000; Full time

Benefits offered by this job

Sponsored licensing

Startup financing

Transition allowances

Licensing training

Job summary

Qualifications

• No prior financial industry experience required; background in sales, teaching, operations, or management is valued.
• Bachelor's degree preferred or equivalent track record of professional success.
• Must pass industry background check and licensing exam (sponsorship provided).

Responsibilities

• Participate in a structured licensing and financial planning training program.
• Host consultative discovery conversations to assess client needs and cash flow.
• Design asset-protection, disability, and retirement planning solutions using advanced modeling.
• Build a local advisory brand through engagement with communities and networks.

Skills

Sales experience

Teaching

Operations

Management

Empathy

Education

Bachelor's degree

Tools

Financial modeling software

Job description