Wealth Planning Advisor – Training & Licensing

Wisepath Group; Edmond (OK); On-site; USD 50,000 - 120,000; Full time

Job summary

Wisepath Group (Wisepath Recruiting) is partnered with OneAmerica Financial® to recruit for a premier wealth management practice. The program provides classroom-to-field training, licensing, and mentorship to build a predictable, relationship-driven local business.

Client offers sponsored licensing (Life & Health, FINRA), startup financing programs, and uncapped commissions. Start a career with structured transition support and back-office resources to grow a local advisory brand.

Qualifications

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

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 management

Entrepreneurial mindset

Education

Bachelor's degree preferred

Job description

Wisepath Group (Wisepath Recruiting) is partnered with OneAmerica Financial® to recruit for a premier wealth management practice. The program provides classroom-to-field training, licensing, and mentorship to build a predictable, relationship-driven local business.

Client offers sponsored licensing (Life & Health, FINRA), startup financing programs, and uncapped commissions. Start a career with structured transition support and back-office resources to grow a local advisory brand.