Wealth Planning Trainee — Sponsored Licensing

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

Benefits offered by this job

Sponsored licensing

Startup financing programs

Transition support

Job summary

Wisepath Recruiting in Aurora, CO is seeking individuals for a direct-hire wealth advisory track aligned with OneAmerica Financial. A fully structured training curriculum teaches macroeconomic planning, client acquisition, and advanced case design, paired with a mentor to help you build a local, relationship-driven practice.

You’ll undergo licensing and financial planning training, conduct discovery conversations to assess client needs, design asset-protection and retirement plans, and grow your

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

Communication

Empathy

Self-discipline

Entrepreneurial mindset

New client acquisition

Education

Bachelor's degree

Tools

Financial modeling software

Job description

Wisepath Recruiting in Aurora, CO is seeking individuals for a direct-hire wealth advisory track aligned with OneAmerica Financial. A fully structured training curriculum teaches macroeconomic planning, client acquisition, and advanced case design, paired with a mentor to help you build a local, relationship-driven practice.

You’ll undergo licensing and financial planning training, conduct discovery conversations to assess client needs, design asset-protection and retirement plans, and grow your