Remote Financial Services Advisor: Training & Licensing

Wisepath Group; United States; Remote; USD 42,000 - 70,000; Full time

Job summary

Wisepath Group is hiring Financial Services Representatives to join a growing remote practice. This fully remote role provides an opportunity to develop industry knowledge, build meaningful client relationships, and pursue a long-term career in financial services.

You will help individuals understand financial needs, explore protection options, and prepare for important milestones. We offer onboarding, training, licensing sponsorship, and mentorship to support your growth.

Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal abilities and a genuine interest in helping clients.
• Ability to work independently, manage priorities, and maintain productivity in a remote setting.
• Confidence in initiating conversations, networking, and building professional relationships.
• Strong organizational skills, attention to detail, and consistent follow-through.
• High standards of professionalism, integrity, and ethical conduct.
• Willingness to complete required licensing programs and maintain applicable registrations.
• Ability to meet regulatory, licensing, and background verification requirements.

Responsibilities

• Participate in training and complete the licensing and registration requirements for the position.
• Identify and connect with prospective clients through referrals, networking activities, professional associations, and community outreach.
• Conduct client consultations to understand financial objectives, existing coverage, cash flow, and future planning needs.
• Use financial planning tools to evaluate client circumstances and identify suitable recommendations.
• Explain available financial protection and retirement planning solutions within licensing guidelines.
• Develop and maintain long-term client relationships through regular communication and ongoing support.
• Maintain organized client records while adhering to regulations and procedures.
• Collaborate with mentors and other professionals to strengthen product knowledge and client service.
• Stay informed about industry developments through ongoing training and education.

Skills

Communication

Interpersonal skills

Remote work

Networking

Organization

Professionalism

Licensing programs

Regulatory compliance

Education

Bachelor’s degree or equivalent

Job description

Wisepath Group is hiring Financial Services Representatives to join a growing remote practice. This fully remote role provides an opportunity to develop industry knowledge, build meaningful client relationships, and pursue a long-term career in financial services.

You will help individuals understand financial needs, explore protection options, and prepare for important milestones. We offer onboarding, training, licensing sponsorship, and mentorship to support your growth.