Financial Advisor
Wisepath GroupColorado, United States
Posted January 8, 2026
Full Time
About the Company
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.
Job Description
Build an independent practice with Fortune-500-level resources and uncapped earnings as a Financial Advisor with Strategic Financial Concepts.
Requirements
- Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain)
- Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel
- Entrepreneurial, client-focused, and comfortable in a commission / fee-based model
- Bachelor’s degree or equivalent professional experience
Benefits
- W-2 status with 7.5% FICA
- 401(k) with 6% company match
- Medical, dental, vision, life & disability insurance
- National recognition programs and chairman’s trips