Wealth Management Advisor - Entry-Level Training

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

Benefits offered by this job

Sponsored licensing

Launch financing

Uncapped commissions

Transition support

Job summary

Wisepath Recruiting, a specialized division of Wisepath Group, partners with a premier wealth management practice to offer a direct-hire role with a structured training curriculum. You will learn macroeconomic planning principles, client acquisition, and advanced case design under a mentor to build a predictable, relationship-driven local business.

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

Qualifications

• No prior financial industry experience required; backgrounds in sales, teaching, operations or management valued.
• Strong ability to build trust with clients and professional empathy.
• Self-discipline to manage an autonomous, entrepreneurial schedule.
• Must pass 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.
• Host consultative discovery conversations to evaluate client needs and cash flow.
• Design asset-protection, disability and retirement planning solutions using financial modeling software.
• Build a local advisory brand by engaging with communities and networks.

Skills

Sales

Teaching

Operations

Management

Education

Bachelor's degree preferred

Tools

Financial modeling software

Job description

Wisepath Recruiting, a specialized division of Wisepath Group, partners with a premier wealth management practice to offer a direct-hire role with a structured training curriculum. You will learn macroeconomic planning principles, client acquisition, and advanced case design under a mentor to build a predictable, relationship-driven local business.

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