Wealth Advisor Trainee - Structured Training & Licensing

Wisepath Financial Group; Hackensack (NJ); On-site; USD 50,000 - 120,000; Full time

Benefits offered by this job

Sponsored licensing

Transition financing programs

Fully sponsored licensing training

Uncapped earning potential

Job summary

Wisepath Recruiting, part of Wisepath Group, is recruiting for a premier wealth management partner aligned with OneAmerica. The role includes classroom-to-field training, licensing sponsorship, and a path to build a local advisory business with mentor support.

No prior financial industry experience is required; candidates from sales, teaching, operations, or management are encouraged to apply and can expect structured onboarding and marketing support.

Qualifications

• No prior financial industry experience required; background in sales, teaching, operations, or management is valued.

Responsibilities

• Participate in a structured licensing and financial planning training program.
• Host consultative conversations to evaluate client needs and cash flow.
• Design asset-protection and retirement planning solutions using modeling software.
• Build a local advisory brand through community and professional networks.

Skills

Sales

Teaching

Operations

Management

Education

Bachelor's degree

Job description

Wisepath Recruiting, part of Wisepath Group, is recruiting for a premier wealth management partner aligned with OneAmerica. The role includes classroom-to-field training, licensing sponsorship, and a path to build a local advisory business with mentor support.

No prior financial industry experience is required; candidates from sales, teaching, operations, or management are encouraged to apply and can expect structured onboarding and marketing support.