Associate Financial Advisor
About the role
Wisepath Recruiting (a specialized recruiting division of Wisepath Group) has been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. The client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency.
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.
Requirements
- FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
- An 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.
Compensation & Professional Development
Competitive income/performance-based bonuses and joint-work splits. Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status. Estimated Compensation: $60,000.00 - $120,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.