Managing Director & Lead Financial Advisor

Career Headhunter LLC•, (Multiple States)

4d•$225,000 - $500,000•Hybrid

About The Position

Wisepath Financial Group is seeking an experienced Managing Director & Lead Financial Advisor to help build and lead a specialized retirement planning division serving Federal, State, and Public Sector employees nationwide. This is not a traditional advisor role. You will work directly with executive leadership to help shape the future of a growing retirement planning platform while maintaining an active advisory practice and mentoring advisors across the organization. We are seeking a leader who is passionate about retirement planning, advisor development, and building a scalable business designed for long-term growth.

Requirements

Active Series 7 License
Active Series 66 License (or equivalent)
Active Life & Health Insurance License
Minimum 10 years of Financial Advisory experience
Strong retirement planning and client relationship management experience
Experience working with affluent and pre-retiree clients

Nice To Haves

CFP®, RICP®, ChFC®, or equivalent professional designation
Federal retirement planning experience
Advisor leadership experience
Experience coaching or mentoring advisors
Series 24 License
Independent Broker-Dealer or Hybrid RIA experience

Responsibilities

Serve as the Lead Financial Advisor for the division.
Conduct retirement planning consultations with qualified prospects.
Convert appointment-generated opportunities into long-term client relationships.
Mentor and coach Financial Advisors.
Provide case design support and planning guidance.
Assist with advisor onboarding and development.
Participate in strategic growth initiatives.
Help build a national retirement planning platform.