Financial Advisor
Wisepath Group•Denver, CO
•Onsite
About The Position
We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will have access to a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.
Requirements
- Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
- Active State Life & Health Insurance License.
- 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
- Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.
Responsibilities
- Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
- Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
- Foster and expand regional client networks by utilizing established local CPA alliances and marketing channels.
- Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.
Benefits
- Access to shared office space and administrative assistant support.
- Direct pathways for book acquisition and structured practice succession planning.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
