Wisepath Financial Group · 1 day ago
Financial Advisor
Lawton, OK
Full-time
Hybrid
Mid LevelWisepath Financial Group is seeking a Financial Advisor to build an independent practice utilizing Fortune 500-level resources. The role involves acquiring and deepening client relationships, designing tailored wealth strategies, and operating at a fiduciary standard while enjoying flexible work arrangements.
ConsultingFinancial ServicesInsuranceRetirement
Responsibilities
Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners
Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies
Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve
Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture
Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide
Qualification
Required
Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain)
Experience: Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel
Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model
Education: Bachelor's degree or equivalent professional experience
Benefits
401(k) with 6 % company match
Medical, dental, vision, life & disability insurance
National recognition programs and chairman’s trips
Company
Wisepath Financial Group
Wisepath Financial Group provides financial consulting services such as estate strategies, retirement, insurance & building wealth services.
Founded in 2017
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jesse Andrews, CLTC®
Founder & CEO
Company data provided by crunchbase