Managing Director & Lead Financial Advisor
Managing Director & Lead Financial Advisor
Federal & Public Employee Retirement Division
Company: Wisepath Financial Group
Location: Remote / Hybrid (U.S.)
Reports To: Chief Operating Officer (COO)
Build Something Bigger Than a Book of Business
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.
What You'll Do
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.
Who You'll Serve
Our clients include:
Federal Employees
State Employees
Public Sector Employees
Pre-Retirees
Retirees
Planning Areas
Retirement Income Planning
Pension Maximization
Thrift Savings Plan (TSP) Planning
Social Security Strategies
Wealth Management
Tax-Efficient Retirement Strategies
Life Insurance Planning
Long-Term Care Planning
Legacy & Estate Planning
Qualifications
Required
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
Preferred
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
Compensation
This position offers a highly competitive compensation package designed to reward both production and leadership.
Compensation may include:
Competitive Base Salary
Advisory Revenue Participation
Insurance Production Compensation
Leadership Incentives
Team Growth Override Opportunities
Profit Sharing
Long-Term Partnership Opportunities
Expected total compensation opportunity ranges from $225,000+ to $500,000+ based on production, leadership contributions, and division growth.
Why Join Wisepath?
You won't be inheriting someone else's system.
You'll help build it.
This is an opportunity to play a foundational role in creating one of the nation's premier retirement planning organizations focused on serving Federal and Public Employees.
You'll partner directly with executive leadership, help shape advisor culture, mentor future advisors, support strategic growth initiatives, and build a scalable platform designed for long-term success.
If you're passionate about retirement planning, advisor development, and building something meaningful, we'd love to speak with you.
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.
Federal & Public Employee Retirement Division
Company: Wisepath Financial Group
Location: Remote / Hybrid (U.S.)
Reports To: Chief Operating Officer (COO)
Build Something Bigger Than a Book of Business
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.
What You'll Do
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.
Who You'll Serve
Our clients include:
Federal Employees
State Employees
Public Sector Employees
Pre-Retirees
Retirees
Planning Areas
Retirement Income Planning
Pension Maximization
Thrift Savings Plan (TSP) Planning
Social Security Strategies
Wealth Management
Tax-Efficient Retirement Strategies
Life Insurance Planning
Long-Term Care Planning
Legacy & Estate Planning
Qualifications
Required
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
Preferred
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
Compensation
This position offers a highly competitive compensation package designed to reward both production and leadership.
Compensation may include:
Competitive Base Salary
Advisory Revenue Participation
Insurance Production Compensation
Leadership Incentives
Team Growth Override Opportunities
Profit Sharing
Long-Term Partnership Opportunities
Expected total compensation opportunity ranges from $225,000+ to $500,000+ based on production, leadership contributions, and division growth.
Why Join Wisepath?
You won't be inheriting someone else's system.
You'll help build it.
This is an opportunity to play a foundational role in creating one of the nation's premier retirement planning organizations focused on serving Federal and Public Employees.
You'll partner directly with executive leadership, help shape advisor culture, mentor future advisors, support strategic growth initiatives, and build a scalable platform designed for long-term success.
If you're passionate about retirement planning, advisor development, and building something meaningful, we'd love to speak with you.
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.