Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Life Insurance
Career Development
Job Description
Associate Financial Advisor
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.
- 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.
- Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
We are 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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FAQs About Associate Financial Advisor Jobs at Wisepath Group
What is the work location for this position at Wisepath Group?
This job at Wisepath Group is located in Allentown, PA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Wisepath Group?
Employer has not shared pay details for this role.
What employment applies to this position at Wisepath Group?
Wisepath Group lists this role as a Full-time position.
What experience level is required for this role at Wisepath Group?
Wisepath Group is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Wisepath Group for this role?
Wisepath Group offers following benefits: Life Insurance and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Wisepath Group?
You can apply for this role at Wisepath Group either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.