Note: The job is a remote job and is open to candidates in USA. Wisepath Financial Group is a premier wealth management practice aligned with OneAmerica Financial. They are seeking an Associate Financial Advisor to support Senior Advisors and participate in client interactions, focusing on financial analysis and relationship management.
Responsibilities
- Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models
- Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination
- Manage existing client relationships, addressing daily operational inquiries with high professional standards
- Collaborate with the team on local business development, group workshops, and educational marketing events
Skills
- Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire)
- 1–3 years of experience in banking, insurance, or consultative client-facing sales
- High coachability, strong active-listening skills, and a collaborative mindset
- FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred
Benefits
- Structured transition program
- Full back-office administrative support
- Localized marketing assistance
- Competitive income/ plus performance-based bonuses and joint-work splits.
- Dedicated training program
- Licensing sponsorship
- Clear 3-year track to Lead Advisor status
Company Overview