Financial Advisor (Fully Licensed)
Financial Advisor (Fully Licensed) – Build a High-Income Practice
Wisepath Financial Group | Remote / Hybrid
Monthly Base + Uncapped Commission | W-2 | Pre-Qualified Appointments Provided
Tired of Prospecting? Step Into a Role Where Qualified Clients Are Booked for You.
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.
What You’ll Do
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
Why Advisors Choose Wisepath
Pre-qualified leads provided weekly with appointments booked for you
W-2 position with monthly base plus uncapped commissions
80/20 payout structure to maximize earnings
Increasing salary after reaching production milestone
$500/month insurance stipend after 90 days
Full planning, compliance, and operational support
Access to attorneys, CPAs, and advanced planning resources
Holistic planning model (not product-driven)
Remote flexibility and growth-focused culture
What You Bring
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 Have
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
Apply Now
If you are a licensed advisor ready for consistent opportunities and uncapped income, apply today.
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.
Apply To This Job
Wisepath Financial Group | Remote / Hybrid
Monthly Base + Uncapped Commission | W-2 | Pre-Qualified Appointments Provided
Tired of Prospecting? Step Into a Role Where Qualified Clients Are Booked for You.
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.
What You’ll Do
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
Why Advisors Choose Wisepath
Pre-qualified leads provided weekly with appointments booked for you
W-2 position with monthly base plus uncapped commissions
80/20 payout structure to maximize earnings
Increasing salary after reaching production milestone
$500/month insurance stipend after 90 days
Full planning, compliance, and operational support
Access to attorneys, CPAs, and advanced planning resources
Holistic planning model (not product-driven)
Remote flexibility and growth-focused culture
What You Bring
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 Have
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
Apply Now
If you are a licensed advisor ready for consistent opportunities and uncapped income, apply today.
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.
Apply To This Job