Wealth Planning Associate (Training & Licensing)

Wisepath Financial Group; Edmond (OK); Sur place; USD 50 000 - 120 000; Plein temps

Avantages offerts par ce poste

Sponsored licensing

Uncapped earning potential

Startup financing programs

Résumé du poste

You will develop macroeconomic planning knowledge, conduct discovery conversations, and design tailored planning solutions while building a strong local presence through community engagement and professional networks.

Qualifications

• Background check and licensing exam sponsorship provided.
• Structured training curriculum from classroom to field.
• Bachelor's degree preferred or equivalent track record.

Responsabilités

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

Connaissances

Sales

Teaching

Operations

Management

Formation

Bachelor's degree preferred

Description du poste

You will develop macroeconomic planning knowledge, conduct discovery conversations, and design tailored planning solutions while building a strong local presence through community engagement and professional networks.