Wisepath Financial Group · 1 day ago
Financial Advisor
Manhattan, KS
Full-time
Hybrid
Mid LevelWisepath Financial Group is seeking a Financial Advisor to build an independent practice leveraging Fortune 500 resources. The role involves acquiring and deepening client relationships, crafting tailored financial strategies, and maintaining compliance with fiduciary standards.
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