[Remote] Managing Director & Lead Financial Advisor

Note: The job is a remote job and is open to candidates in USA. 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. The role involves working directly with executive leadership, mentoring advisors, and shaping a growing retirement planning platform.ResponsibilitiesServe as the Lead Financial Advisor for the divisionConduct retirement planning consultations with qualified prospectsConvert appointment-generated opportunities into long-term client relationshipsMentor and coach Financial AdvisorsProvide case design support and planning guidanceAssist with advisor onboarding and developmentParticipate in strategic growth initiativesHelp build a national retirement planning platformSkillsActive Series 7 LicenseActive Series 66 License (or equivalent)Active Life & Health Insurance LicenseMinimum 10 years of Financial Advisory experienceStrong retirement planning and client relationship management experienceExperience working with affluent and pre-retiree clientsCFP®, RICP®, ChFC®, or equivalent professional designationFederal retirement planning experienceAdvisor leadership experienceExperience coaching or mentoring advisorsSeries 24 LicenseIndependent Broker-Dealer or Hybrid RIA experienceBenefitsCompetitive Base SalaryAdvisory Revenue ParticipationInsurance Production CompensationLeadership IncentivesTeam Growth Override OpportunitiesProfit SharingLong-Term Partnership OpportunitiesCompany OverviewWisepath Financial Group provides financial consulting services such as estate strategies, retirement, insurance & building wealth services. It was founded in 2017, and is headquartered in Winston-salem, North Carolina, USA, with a workforce of 11-50 employees. Its website is https://www.wisepathgroup.com/.