Associate Financial Advisor
# Associate Financial Advisor **Wisepath Group** · United States · `Remote` · `Full Time` 💼 **Уровень роли:** `Mid-level` 💰 **Компенсация:** `$60,000 – $120,000` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[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]` --- ### About the Role 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
- 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
Наблюдалась 2026-09-30, впервые 2026-09-29, источник — Himalayas (JSON API).