Associate Financial Advisor
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
Hybrid remote
Compensation
$60,000-$120,000/year
Benefits
Career Development
Tuition/Education Assistance
Job Description
About Wisepath RecruitingWisepath 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 OverviewThis 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.
- 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.
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 Raleigh, NC, 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?
Candidates can expect a pay range of $60,000 and $120,000 per year.
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: Career Development and Tuition/Education Assistance 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.