Wealth Advisor Associate | Client-Focused Growth Path

Wisepath Group; Oregon; Hybrid; USD 60,000 - 90,000; Full time

Job summary

Wisepath Group is seeking an Associate Financial Advisor in Oregon to join a growing wealth management team. You will support Senior Advisors by analyzing client data, preparing macroeconomic financial models, and participating in strategy meetings with a Senior Partner.

The role emphasizes hands-on client work, collaborative planning, and a clear 3-year track to Lead Advisor status, including dedicated training, licensing sponsorship, and opportunities for local business development.

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 comprehensive 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 operational inquiries with high professional standards.
• Collaborate with the team on local business development, group workshops, and educational marketing events.

Skills

Financial modeling

Active listening

Coachability

Collaborative mindset

Client-facing sales

Education

FINRA Series 7 & 66

Life & Health Insurance License

Job description

Wisepath Group is seeking an Associate Financial Advisor in Oregon to join a growing wealth management team. You will support Senior Advisors by analyzing client data, preparing macroeconomic financial models, and participating in strategy meetings with a Senior Partner.

The role emphasizes hands-on client work, collaborative planning, and a clear 3-year track to Lead Advisor status, including dedicated training, licensing sponsorship, and opportunities for local business development.