Financial Services Representative
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Overview
Schedule
Flexible-schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$50,000-$120,000/year
Benefits
Disability Insurance
Life Insurance
Career Development
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 OverviewOur client does not expect you to have a background in finance. They provide a fully structured, classroom-to-field training curriculum designed to teach you macroeconomic planning principles, client acquisition, and advanced case design. You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.Key Responsibilities
- Participate in a structured, multi-phase licensing and financial planning training program.
- Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
- Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
- Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.
- No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
- A natural ability to build trust, paired with deep professional empathy.
- Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
- Must pass a standard industry background check and licensing exam (sponsorship provided).
- Bachelor's degree preferred, or equivalent track record of professional success.
- Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development.
- Start-up financing programs combined with competitive commissions and residual income streams.
- Estimated Compensation: $50,000.00 - $120,000.00 per year. This role features a performance-based compensation structure with uncapped earning potential. To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.
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 Financial Services Representative Jobs at Wisepath Group
What is the work location for this position at Wisepath Group?
This job at Wisepath Group is located in Norman, 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 Group?
Candidates can expect a pay range of $50,000 and $120,000 per year.
What employment applies to this position at Wisepath Group?
Wisepath Group lists this position under the following employment categories:
- Flexible-schedule
- Full-time
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: Disability Insurance, 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.