FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR

Wisepath Financial GroupOklahoma City (Moore), OK

$90,000 - $250,000 / year

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Hybrid remote

Compensation

$90,000-$250,000/year

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR | INVESTMENT ADVISOR REPRESENTATIVE | RETIREMENT PLANNING SPECIALISTLOCATION: Remote / Hybrid, United StatesJOB TYPE: Full-TimeSALARY: $90,000 - $250,000 per year (W-2; Commission-Based; Residual Income; Production-Based Compensation)ABOUT THE ROLEWe 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 COMPANYThe 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 STATEMENTWe 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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FAQs About FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR Jobs at Wisepath Financial Group

What is the work location for this position at Wisepath Financial Group?

This job at Wisepath Financial Group is located in Oklahoma City (Moore), OK, 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 Financial Group?

Candidates can expect a pay range of $90,000 and $250,000 per year.

What employment applies to this position at Wisepath Financial Group?

Wisepath Financial Group lists this role as a Full-time position.

What experience level is required for this role at Wisepath Financial Group?

Wisepath Financial Group is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Wisepath Financial Group?

You can apply for this role at Wisepath Financial 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.