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Remote Financial Professional
Location: US-NC-Winston Salem
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Professionals who are interested in taking their career to the next level and those who would like to transition into
the lucrative and fulfilling financial services industry are highly encouraged to keep reading! Wisepath Financial
Group is seeking to expand its presence as a premier Financial Group through the hiring of client-centric,
knowledgeable professionals.
You will have the ability to grow your business with the independence you seek while we provide the security and
support of a full-service industry leader. Wisepath offers training, mentoring and ongoing support to our team.
Those professionals with a drive to provide superior customer service to each client will enjoy the support of an
established business. We also respect and nurture each team member's autonomy, providing you room to decide
the best path forward for you and your individual clients.
We work with a diverse clientele including individuals, business owners, professionals, and families. We assist our
clients in attaining financial objectives by providing a broad range of products and services that strive to help
create, accumulate, and conserve our client's wealth.
Wisepath Financial Group is a General Agency of the companies of OneAmerica (link removed)> 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 to lessen the time needed with an estate/trust attorney; assist clients
in gathering information such as bank account records, income tax returns, life and disability insurance
records, retirement plan information, and wills, and create necessary reports
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 four-year college degree in business, marketing or communications, finance, economics, law,
brokerage, banking, accounting, management, or sales
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 are preferred
A needs-based approach to assisting clients
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
Financing packages to support new advisors for the first three years
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
Training and Support including:
Mentoring and joint work opportunities
Regional and Home Office training opportunities
Advanced Sales Department
Prospecting and marketing programs
Wisepath Financial Group
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