Wealth Planning Associate — Training & Licensing Provided

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

Benefits offered by this job

Sponsorship for licensing

Startup financing programs

Fully sponsored licensing training

Back-office support

Job summary

No prior finance experience is required; backgrounds in sales, teaching, operations, or management are valued. A Bachelor's degree is preferred or an equivalent track record of professional success, with sponsored licensing and startup financing during launch.

Qualifications

• No prior financial industry experience required; sales, teaching, operations, or management backgrounds welcomed.
• A natural ability to build trust, paired with deep professional empathy.
• Autonomous, entrepreneurial scheduling with strong work ethic.
• Bachelor's degree preferred or equivalent professional track record.

Responsibilities

• Participate in a structured licensing and financial planning training program.
• 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 drive

Empathy

Strong work ethic

Education

Bachelor's degree preferred

Tools

Financial modeling software

Job description

No prior finance experience is required; backgrounds in sales, teaching, operations, or management are valued. A Bachelor's degree is preferred or an equivalent track record of professional success, with sponsored licensing and startup financing during launch.