Financial Advisor
$100k - $250kWisepath Group
About Wisepath Recruiting Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance. Position Overview We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. Key Responsibilities Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners. Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions. Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels. Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction. Requirements Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations. Active State Life & Health Insurance License. 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck). Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process. Compensation & Professional Development Transition financing and highly competitive commission payout schedules. Access to shared corporate office space and administrative assistant support. Direct pathways for book acquisition and structured practice succession planning. Estimated Compensation: $100,000.00 - $250,000.00+ per year. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income. Transition financing is available for qualified advisors transitioning an existing book of business. We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
- ...Opportunity Edward Jones is seeking dedicated financial advisors to build and grow independent client practices. You will deliver personalized financial solutions while supported by a branch team, regional network, and extensive training. Key Responsibilities Build relationships...SuggestedFlexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...SuggestedFor contractorsWork at office$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can Change Your Future Most people never find a career that allows them to make a meaningful impact, build professional independence, create...SuggestedImmediate startRemote work$92k - $140k
...Director, Executive Search at JustinBradley JustinBradley’s client, a national wealth management firm, is adding a Financial Advisor to their team. The firm's financial planning expertise and tailored approach in meeting the needs of their clients has resulted in steady...Full time- ...Duke University Health System's Patient Revenue Management Office (PRMO) seeks a Financial Care Counselor to support accurate patient accounts and financial planning for services at Duke Health. The role emphasizes upfront insurance verification and patient education on...Work at office
$45k - $100k
.... Edward Jones is a Fortune 500 company that values people over shareholder returns. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we provide a supportive environment for career growth. Key Responsibilities Build relationships...TraineeshipFlexible hours- ...North Carolina. This position entails essential accounting functions including managing accounts payable and receivable, completing financial reports, and maintaining accurate records. The role requires a dedicated individual with a Bachelor's degree in accounting or...
$115.92k
...Job Description Job Description Are you an experienced financial professional who wants to take your practice to the next level?... .... Eagle Strategies LLC offers its properly licensed Financial Advisors with the opportunity to build the financial advisory practice...Contract workFixed term contract$115.92k
...If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At... ...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the...Contract work- ...Financial Care Counselor - Duke Specialty of Greensboro Location: Durham, NC 27710 Requisition Number: 272180 | Regular or Temporary: Regular Date: Jul 6, 2026 At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their...Temporary workWork at officeLocal area
- ...includes scheduling, registration, coding, billing, and other essential revenue functions for Duke Health. Duke Specialty of Greensboro Financial Care Counselor Work hours: *** DUHS Commitment Bonus Program $5000.00 (paid in 2 installments over 12 months - 6 month increments)...Work at officeLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined...Work experience placementWork at office$92.5k - $150k
...Job Description Job Description Salary Range:$92,500.00 To $150,000.00 Annually JOB TITLE: Financial Advisor EMPLOYER: Signature Estate & Investment Advisors DEPARTMENT: W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY:...- ...Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy. Most experienced... ...long-term enterprise value. If that sounds familiar, Strategic Financial Concepts may be exactly what you've been looking for. Why...Remote work
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeFor contractorsInternshipLocal areaFlexible hours- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Producer. Position Summary The Senior FP&A Analyst will be responsible for leading monthly management reporting, providing financial modeling and analytical support for short- and long-range business plans, and execution support for corporate financial planning and...Full timeTemporary workImmediate startWork from homeFlexible hours
- ...Sr. FP&A Analyst Senior FP&A Analyst will be responsible for leading monthly management reporting, providing financial modeling and analytical support for short- and long‑range business plans, and execution support for corporate financial planning and forecasting. This...Full timeTemporary workImmediate startFlexible hours
- Floating Relationship Banker page is loaded## Floating Relationship Bankerlocations: Raleigh/Durham, NCtime type: Full timeposted on: Posted Todayjob requisition id: 2026-00899## Primary Office Location:1050 Yunus Rd. Durham, North Carolina. 27703.## **Join our team. Make...Work at office
- ...ThermoFisher Scientific is seeking a Senior Analyst in Durham, North Carolina. You will play a vital role in supporting financial objectives through comprehensive analysis and reporting. The ideal candidate will possess an advanced degree or significant financial experience...
- ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...Schedule: Monday through Friday 8:30AM to 5:30PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive...Temporary workWork at officeMonday to Friday
- ...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk...Shift workWeekend workDay shift
- ...Habitat For Humanity Of Durham is seeking a financial advisor responsible for helping clients achieve their financial goals. You will triage client leads, advise on investments, and guide clients through building financial plans with brokerage products. The ideal candidate...
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...Hours Monday - Friday 9:00AM to 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth...Temporary workWork at officeMonday to Friday
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Temporary workWork experience placementWork at office
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