Note: The job is a remote job and is open to candidates in USA. Wisepath Financial Group is seeking motivated individuals for the role of Financial Advisor Associate, offering training and mentorship. This position focuses on helping clients make important financial decisions while providing opportunities for professional growth and development.
Responsibilities
- Launch a Career That Can Change Your Future
- Build meaningful relationships
- Develop professional expertise
- Create a rewarding career helping others pursue financial confidence
- Provide training, mentorship, and support needed to help you succeed
- Participate in leadership development programs
- Engage in joint work opportunities
- Receive experienced advisor coaching
- Utilize advanced financial planning technology
- Access CRM & client relationship tools
- Leverage marketing & business development resources
Skills
- No prior financial services experience is required
- Motivated
- Relationship-oriented
- Eager to learn
- Goal-Oriented
- Coachable
- Competitive
- Relationship-Focused
- Self-Motivated
- Professional
- Driven to Help Others
- Backgrounds such as Sales
- Customer Service
- Hospitality
- Athletics
- Military Service
- Entrepreneurship
- Education
- Banking
- Insurance
- Business Development
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- 401(k) with 6% Company Match
- Leadership Development Programs
- Professional Training & Education
- Recognition Programs
- Incentive Travel Opportunities
- Mentorship & Coaching
- Life & Health Insurance Licensing Support
- Industry Training & Education
- Ongoing Professional Development
- Leadership Development Programs
- Career Advancement Opportunities
- Hands-On Mentorship
- Joint Work Opportunities
- Experienced Advisor Coaching
- Collaborative Team Environment
- Advanced Financial Planning Technology
- CRM & Client Relationship Tools
- Marketing & Business Development Resources
- Performance-Based Compensation
- Uncapped Earning Potential
- Residual Income Opportunities
- Leadership Advancement Opportunities
- Long-Term Career Growth
Company Overview
Wisepath 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/.