Wealth Advisor Associate - Growth Path to Lead Advisor

Wisepath Group; Lake Hiawatha (NJ); Hybrid; USD 60.000 - 120.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Licensing sponsorship

Structured training program

3-year path to Lead Advisor

Zusammenfassung

Wisepath Recruiting, a division of Wisepath Group, seeks a client-advisor support role in New Jersey. You will analyze client data, help design strategies, and join joint-planning meetings with a Senior Partner.

You will assist advisors with administrative follow-ups, meetings, and relationship management, with licensing sponsorship and a defined 3-year path to Lead Advisor status. Compensation ranges $60k–$120k with base salary, bonuses, and commissions; hybrid model.

Qualifikationen

• FINRA Series 7 and Series 66 preferred.
• Active State Life & Health Insurance License required or must be obtained within 30 days of hire.
• 1–3 years of experience in banking, insurance, or consultative client-facing sales.

Aufgaben

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

Kenntnisse

FINRA Series 7

FINRA Series 66

State Life & Health License

Client-facing sales

Ausbildung

Life & Health Insurance License (Active)

Jobbeschreibung

Wisepath Recruiting, a division of Wisepath Group, seeks a client-advisor support role in New Jersey. You will analyze client data, help design strategies, and join joint-planning meetings with a Senior Partner.

You will assist advisors with administrative follow-ups, meetings, and relationship management, with licensing sponsorship and a defined 3-year path to Lead Advisor status. Compensation ranges $60k–$120k with base salary, bonuses, and commissions; hybrid model.