FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR

Wisepath Financial Group is a financial services company that offers integrated and personalized financial strategies for insurance, investments, retirement planning, and estate planning.

Wisepath Group

Employee count: 11-50

Salary: 90k-250k USD

United States only

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FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR | INVESTMENT ADVISOR REPRESENTATIVE | RETIREMENT PLANNING SPECIALIST

LOCATION: Remote / Hybrid, United States
JOB TYPE: Full-Time
SALARY: $90,000 - $250,000 per year (W-2; Commission-Based; Residual Income; Production-Based Compensation)

ABOUT THE ROLE
We are seeking a licensed Financial Advisor to provide comprehensive wealth management, retirement planning, investment advisory, portfolio management, and insurance planning services.

This position is ideal for experienced financial services professionals seeking business development autonomy, expanded product access, and long-term income growth through commission and residual compensation.

RESPONSIBILITIES

Develop new business through networking, referrals, and client acquisition strategies
Conduct comprehensive financial planning and retirement income analysis
Provide investment advisory services including mutual funds and asset allocation strategies
Implement insurance planning solutions including life and disability insurance
Deliver portfolio management and ongoing performance reviews
Maintain compliance with FINRA, state insurance, and regulatory requirements
Document financial plans and client communications within CRM systems
Provide ongoing relationship management and client retention support

REQUIRED QUALIFICATIONS

Active Series 6 or Series 7 license
Active Series 63 or Series 66 license
Active Life and Health Insurance license
Experience in financial advisory, wealth management, insurance sales, or investment services
Strong business development and client relationship management skills

PREFERRED QUALIFICATIONS

Bachelor’s degree in Finance, Business, Economics, or related field
Certified Financial Planner (CFP), ChFC, or similar designation
Existing book of business
Experience with financial planning software and CRM systems
Background in retirement income planning or estate planning coordination

BENEFITS

W-2 employment
Commission-based compensation with residual income
Performance-based bonuses and production incentives
401(k) with company match
Medical, dental, vision, life, and disability insurance
Marketing, compliance, and operational support
Flexible scheduling and business development autonomy

ABOUT THE COMPANY
The company supports financial professionals with integrated financial planning tools, insurance and investment solutions, compliance infrastructure, and operational resources. Advisors provide retirement planning, portfolio management, investment advisory services, and risk management strategies within a structured regulatory framework.

EQUAL OPPORTUNITY EMPLOYER STATEMENT
We are an Equal Opportunity Employer. All employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable law.

Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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About the job

Apply before

May 16, 2026

Posted on

Feb 15, 2026

Job type

Full Time

Experience level

Senior

Salary

Salary: 90k-250k USD

Location requirements

United States

Hiring timezones

United States +/- 0 hours

About Wisepath Group

Learn more about Wisepath Group and their company culture.

View company profile

At Wisepath Financial Group, we are at the forefront of revolutionizing the financial services industry through a technologically advanced and deeply personalized approach. Our innovative platform and proprietary tools are engineered to demystify the complexities of financial planning, offering integrated solutions that empower both individuals and small businesses to achieve their long-term goals. Through a commitment to continuous innovation, we provide our clients with cutting-edge strategies for insurance, investments, retirement, and estate planning. We leverage advanced planning software and a collaborative ecosystem of affiliated experts to design and implement financial roadmaps that are not only comprehensive but also dynamically adaptable to the ever-changing financial landscape. Our goal is to build a future of security and confidence for our clients by making sophisticated financial strategies accessible and understandable.

Our forward-thinking methodology is built on a foundation of deep client understanding and a dedication to their success. We are not just financial advisors; we are architects of financial well-being, utilizing technology to enhance our high-touch, personalized service. By integrating diverse financial services under one umbrella, including an in-house accounting firm and specialized divisions for merchant services and business solutions, we create a seamless and holistic client experience. This innovative structure allows us to identify unique opportunities for value creation, expense reduction, and tax minimization. At Wisepath Financial Group, we are pioneering a new era of financial advisement, one where technology and human expertise converge to create lasting financial legacies and empower our clients to navigate their financial future with clarity and confidence. We are committed to being a catalyst for financial innovation, constantly seeking out and developing new ways to serve our clients more effectively and build stronger, more resilient financial futures.