Wealth Advisor Partner - Remote

Posted 6 days ago

Sales / Business

Full Time

USA

82.5% of advisory revenue

Wealth Management

Financial Advisory

Client Relationship Management

Investment Strategies

Regulatory Compliance

Client Assets Management

Overview

The Wealth Advisor Partner role at Wisepath Financial Group offers elite advisors the opportunity to build their practice on an industry-leading RIA and BD platform, providing high-touch support and a significant compensation package.

In Short

Advise high-net-worth and mass-affluent clients on investments and risk-management strategies.
Grow client relationships through comprehensive financial planning.
Uphold compliance with FINRA, SEC, and state regulations.
Recruit advisors to expand income streams.
Collaborate on initiatives to enhance client experience.

Requirements

Active Series 7 and 66 (or 65) licenses.
Manage $25 MM+ in client assets.
Maintain a clean compliance record.
Entrepreneurial mindset with a focus on mentorship.
Commitment to fiduciary standards.

Benefits

82.5% payout of advisory revenue.
Transition dollars for repapering expenses.
Recruiting overrides on new advisors.
Life-insurance economics with potential cash bonuses.
Support from a dedicated transition team.

Wisepath Group

Wisepath Group is a forward-thinking and rapidly growing company that specializes in estate planning and trust creation. The company is dedicated to empowering clients by guiding them through every step of the estate planning process, which includes preparing essential documents, educating clients on their options, and providing mentorship to secure their future. With a focus on client education and support, Wisepath Group leverages advanced technology to enhance the client experience, all while operating in a fully remote environment.

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