Associate Financial Advisor
- Financial-Advisor
- Financial-Advisor-Associate
- Wealth-Management
- Financial-Planning
- Investment-Advisory
- Associate-Financial-Planner
- Financial-Planner-Associate
- Financial-Planning-Associate
- Wealth-Management-Associate
- Financial-Services-Associate
Коротко о вакансии
Фирма по управлению благосостоянием, сотрудничающая с OneAmerica Financial, ищет младшего финансового консультанта через рекрутинговое агентство Wisepath Group. Специалисту предстоит работать в паре со старшим партнером, участвовать в разработке макроэкономических финансовых моделей и присутствовать на встречах с клиентами. Также нужно будет вести текущие дела клиентов и помогать с развитием бизнеса. Компания предоставляет бэк-офисную поддержку и структурированную программу перехода к роли ведущего консультанта.
- Формат работы
- удалённо
- Зарплата
- 60 000 — 120 000 $ — по данным Himalayas
- Ключевые требования
- От 1 до 3 лет опыта в банках, страховании или продажах
- Желательны лицензии FINRA Series 7 и Series 66
- Высокая обучаемость и развитые навыки активного слушания
- Умение работать в команде
- Кому подойдёт
- Вакансия подойдёт начинающим специалистам финансового сектора, желающим развиваться в сфере управления благосостоянием под наставничеством опытного партнера.
Пересказ openqareer по тексту работодателя. Ниже — оригинал объявления.
About Wisepath Recruiting Wisepath Recruiting (a specialized recruiting division of Wisepath Group ). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®.
Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.
Position Overview This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.
Key Responsibilities
- Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
- Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
- Manage existing client relationships, addressing daily operational inquiries with high professional standards.
- Collaborate with the team on local business development, group workshops, and educational marketing events.
Requirements
- FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
- Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
- 1–3 years of experience in banking, insurance, or consultative client-facing sales.
- High coachability, strong active-listening skills, and a collaborative mindset.
Compensation & Professional Development
- Competitive income/ plus performance-based bonuses and joint-work splits.
- Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
- Estimated Compensation: $60,000.00 - $120,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
Originally posted on Himalayas
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