Wealth Planning Trainee — Training & Licensing Support
Wisepath Financial Group
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Benefits offered by this job
Job summary
Wisepath Recruiting, a specialized division of Wisepath Group, is recruiting for a premier wealth management practice. You will undergo classroom-to-field training, learn macroeconomic planning, and build a local advisory practice with mentorship.
No financial background required, with sponsorship for licensing and ongoing professional development. The role emphasizes relationship-driven client acquisition, a structured transition, and support through startup financing and back-office resources,
Qualifications
- No prior financial industry experience required; sales or teaching backgrounds are valued.
- Ability to build trust with clients and maintain disciplined, autonomous scheduling.
- Pass background check and licensing exam; sponsorship provided.
- Bachelor's degree preferred or equivalent professional success.
Responsibilities
- Participate in structured licensing and financial planning training.
- Host consultative discovery conversations to assess client needs and cash flow.
- Design asset-protection, disability, and retirement planning solutions.
- Build a local advisory brand by engaging with communities and networks.
Skills
Education
Job description
Wisepath Recruiting, a specialized division of Wisepath Group, is recruiting for a premier wealth management practice. You will undergo classroom-to-field training, learn macroeconomic planning, and build a local advisory practice with mentorship.
No financial background required, with sponsorship for licensing and ongoing professional development. The role emphasizes relationship-driven client acquisition, a structured transition, and support through startup financing and back-office resources,
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