Wealth Advisor Trainee — Sponsored Licensing & Mentorship

Wisepath Group; Cockeysville (MD); On-site; USD 50,000 - 120,000; Full time

Benefits offered by this job

Sponsored licensing

Transition program

Back-office support

Marketing assistance

Startup financing programs

Job summary

Wisepath Group, via Wisepath Recruiting, invites you to join a premier wealth management practice. You’ll receive classroom-to-field training in macroeconomic planning, client acquisition, and advanced case design.

This direct-hire role offers sponsored licensing, startup financing, transition allowances, and fully sponsored licensing training during the launch phase, with uncapped earning potential and dedicated support.

Qualifications

• No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
• A natural ability to build trust, paired with deep professional empathy.
• Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
• Must pass a standard industry background check and licensing exam (sponsorship provided).
• Bachelor's degree preferred, or equivalent track record of professional success.

Responsibilities

• Participate in a structured, multi-phase licensing and financial planning training program.
• Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
• Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
• Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.

Skills

Sales experience

Empathy

Self-discipline

Education

Bachelor's degree preferred

Job description

Wisepath Group, via Wisepath Recruiting, invites you to join a premier wealth management practice. You’ll receive classroom-to-field training in macroeconomic planning, client acquisition, and advanced case design.

This direct-hire role offers sponsored licensing, startup financing, transition allowances, and fully sponsored licensing training during the launch phase, with uncapped earning potential and dedicated support.