Wealth Advisor Associate | Path to Lead Advisor

Wisepath Financial Group; Allentown (Lehigh County); On-site; USD 65,000 - 105,000; Full time

Job summary

Wisepath Financial Group seeks a proactive Wealth Management Associate to bridge the gap between starting out and leading a mature practice. You will join active client cases, contribute to strategy design, and participate in joint-planning meetings with a Senior Partner.

You will support Advisors with data analysis and client meetings, while developing your licenses and a clear path to Lead Advisor status over three years. The program includes training and licensing sponsorship.

Qualifications

• 1–3 years of experience in banking, insurance, or consultative client-facing sales.
• Active State Life & Health Insurance License required or within 30 days of hire.
• FINRA licenses Series 7 and 66 preferred (or Series 6 and 63).

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

Active listening

Collaboration

Client-facing sales

Job description

Wisepath Financial Group seeks a proactive Wealth Management Associate to bridge the gap between starting out and leading a mature practice. You will join active client cases, contribute to strategy design, and participate in joint-planning meetings with a Senior Partner.

You will support Advisors with data analysis and client meetings, while developing your licenses and a clear path to Lead Advisor status over three years. The program includes training and licensing sponsorship.