Financial Advisor – Wealth Management Advisor

Wisepath Financial Group•Wichita, KS

2d•$90,000 - $250,000•Remote

About The Position

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.

Requirements

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

Nice To Haves

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

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