Financial Advisor (Fully Licensed)

Career Headhunter LLC • , (Multiple States)

4d • Hybrid

About The Position

Wisepath Financial Group is hiring an experienced, fully licensed Financial Advisor who wants to focus on advising and closing—not chasing leads. We provide weekly pre-qualified client appointments scheduled directly on your calendar, allowing you to spend your time delivering strategies and building relationships instead of prospecting. Wisepath is a national, fast-growing firm specializing in holistic financial planning, integrating retirement planning, tax strategy, estate planning, and insurance into one cohesive client experience. If you are looking for consistent opportunities, strong support, and uncapped income, this is the role.

Requirements

• Active Series 65 or Series 7 and 66
• Active Life and Health Insurance License
• Experience in financial advising, wealth management, or insurance planning
• Strong communication and relationship-building skills
• Ability to close and convert client opportunities
• Growth mindset and income-driven motivation

Nice To Haves

• CPA designation or strong tax-planning background
• CFP, ChFC, RICP, or similar designations
• Experience with high-net-worth clients
• Background in estate or advanced planning strategies
• Existing book of business or referral network
• Familiarity with FERS, TSP, or government benefits

Responsibilities

• Meet with pre-scheduled, qualified prospects provided weekly
• Deliver holistic financial plans (retirement, tax, insurance, estate)
• Build and maintain long-term client relationships
• Provide tax-efficient and wealth preservation strategies
• Collaborate with internal specialists (estate, tax, retirement)
• Grow your book of business with built-in support

Benefits

• Monthly Base + Uncapped Commission
• $500/month insurance stipend after 90 days
• Full planning, compliance, and operational support
• Access to attorneys, CPAs, and advanced planning resources
• Remote flexibility

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed