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.
Responsibilities
- 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
Skills
- 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
- 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
Benefits
- Competitive Base Salary
- Advisory Revenue Participation
- Insurance Production Compensation
- Leadership Incentives
- Team Growth Override Opportunities
- Profit Sharing
- Long-Term Partnership Opportunities
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/.