Wisepath Group specializes in retirement planning strategies designed to ensure financial security throughout retirement, including potential long-term care needs. The company offers unique approaches to increase retirement income with guarantees, working closely with Elder and Estate Law Firms to protect client assets without triggering taxable events or legal complications. Wisepath Financial Group is licensed in North Carolina and may operate in other states, providing life insurance and securities services through OneAmerica Securities.
Open Positions
FINANCIAL ADVISOR (ENTRY-LEVEL)
High school diploma or equivalent, Ability to obtain Life and Health Insurance license, Strong communication and consultative sales skills
Entry-Level Financial Advisor
Bachelor's degree, 1+ year sales or finance experience, comfort with cold outreach
Financial Advisor
Series 7 or 6, Series 63/65 or 66, Life & Health licenses, and a Bachelor’s degree or equivalent experience
Entry-Level Financial Advisor
Bachelor's degree, 1+ year sales/finance experience, and Life & Health license (preferred)
FINANCIAL ADVISOR (ENTRY-LEVEL)
High school diploma or equivalent; ability to obtain Life and Health Insurance license; strong communication and consultative sales skills
Entry-Level Financial Advisor
Bachelor's degree, 1+ year of experience in sales or finance, and a Life & Health license
FINANCIAL ADVISOR (ENTRY-LEVEL)
High school diploma, Life and Health Insurance license, strong communication and sales skills
Financial Advisor
Series 7 or 6, Series 63/65 or 66, Life & Health (or plan to obtain), Proven success in financial services, Entrepreneurial, client-focused, Bachelor’s degree or equivalent professional experience
Entry-Level Financial Advisor
Bachelor’s degree in Business, Marketing, or similar; 1+ year in sales or finance preferred; life & health license preferred
Entry-Level Financial Advisor
Bachelor's degree in business, marketing, or similar, 1+ year of sales or finance experience, and a life & health license
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