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Virtual Experienced Financial Advisor
Are you someone who wants to make a positive impact in your community through your profession? We are looking for success minded individuals who want lucrative income potential and strive to make a difference in their community and those around them. Our proven systems and processes give our financial professionals the training and confidence needed to make a positive impact. Quality service and commitment to excellence are required.
Wisepath Financial Group is a full, 360-degree blueprint for an individual's financial strategy. A holistic approach to financial strategy, not focused on just one financial aspect. We use our network of in-house professionals to coordinate all branches - taxes, wealth management, retirement, long term care, and estate planning and, partnering with over 70 carriers to offer a huge depth of choice and fit for each client. By organizing all the aspects of finances into one cohesive plan, we can educate, empower, and guide our clients on their financial path.
Wisepath is a leader in helping individuals and businesses address their financial goals through customized, coordinated financial strategies, investment services and risk management. This is an equal opportunity employer committed to a workplace that is diverse, inclusive and merit based. As a financial professional, you will be part of a recognized, respected company that offers a true holistic approach to financial strategy.
Responsibilities
Analyze financial information obtained from clients to determine strategies, products, and services to help clients meet their financial objectives to create a personalized Financial Plan
Provide knowledgeable, objective financial guidance and customized holistic financial strategies to consumer segments beyond insurance
Coach clients through strategies
Facilitate tax planning by gathering, summarizing, and collaborating with tax professionals
Identify and target B2B sales opportunities to provide business valuation assessment and recommended succession planning financial strategies
Qualifications
A college degree
Relevant professional State life and health licenses, FINRA Series 7 and 66 registrations required
Certifications or licensing such as an MBA, JD, CFP , CPA or ChFC, a plus
Experience running a business or leading a team
Knowledge of intermediate and advanced level financial planning questions
Disciplined practice management with a strong focus on relationship management; not just portfolio management
Demonstrated deep understanding of financial markets, sound business judgement and delivery of personalized financial solutions for both individuals (B2C) and businesses (B2B)
Benefits
Virtually unlimited earning potential
Residual income
Opportunities to earn additional bonuses and incentives
W2 FICA 7.5%
Sponsorship of required licensing and designations
Generous benefits package health, dental, vision, and life/disability
401k
National recognition and rewards programs including business conferences and Chairman's trips
Marketing/sales support & mentorship from seasoned advisors and marketers
Flexible work schedule
Advancement/management opportunities
Access to an online proprietary, economic-based financial planning tool
Wisepath Financial Group
