Wealth Management Trainee: Train, License & Build Practice

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

Benefits offered by this job

Sponsored licensing

Startup financing programs

Transition allowances

Fully sponsored licensing training

Professional development

Job summary

Wisepath Recruiting, a specialized recruiting division of Wisepath Group, is recruiting for a premier wealth management practice aligned with OneAmerica Financial®. They offer classroom-to-field training, mentorship, and a path to build a local advisory business.

The program covers licensing, financial planning, and client-discovery coaching, with sponsored exams and ongoing professional development. Competitive compensation and startup financing support accompany the transition.

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

Teaching background

Operations experience

Management experience

Education

Bachelor's degree preferred

Job description

Wisepath Recruiting, a specialized recruiting division of Wisepath Group, is recruiting for a premier wealth management practice aligned with OneAmerica Financial®. They offer classroom-to-field training, mentorship, and a path to build a local advisory business.

The program covers licensing, financial planning, and client-discovery coaching, with sponsored exams and ongoing professional development. Competitive compensation and startup financing support accompany the transition.