Financial Advisor
$100k - $250kWisepath Financial 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®. 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. Powered by JazzHR #J-18808-Ljbffr
- ...Relationships. Build Your Future. At SmartBank, we believe that financial success starts with trusted relationships. As a recognized... ...partnership with Raymond James Financial Services, our Financial Advisors have access to a respected wealth management platform,...SuggestedTemporary workWork at office
$100k - $250k
...Financial Advisor OpportunityWisepath Recruiting (a specialized recruiting division of Wisepath Group) has been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized...SuggestedWork at officeLocal area- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people 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, placing the focus...SuggestedWork at officeWork 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- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...Work at office
$48k - $100k
...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...Work at officeShift workDay shift- ...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
- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
- Bank of America in Raleigh, NC seeks a Financial Solutions Advisor Stage I to begin with licensing coursework (SIE, Series 7, 66) and develop foundational advisory skills. You’ll learn to acquire, build, and manage client relationships while delivering core banking and...
$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- Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...or loans. Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales...Work at office
- Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...
- Financial Solutions Advisor - Capital Blvd Financial Center Bank of America is guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates...Full timeTemporary workWork at officeMonday to FridayShift workDay shift
- ...Financial, affiliated with Penn Mutual, is a national organization of financial services firms dedicated to delivering custom support to... ...Role Description This is a full-time remote role for a Financial Advisor. The Financial Advisor will be responsible for developing and...Full timeContract workLocal areaRemote work
- Northwestern Mutual offers aspiring financial advisors a path to become a business owner, starting as a financial representative focused on client-building and licensing. You’ll train through award-winning programs, obtain licenses such as Life/Accident & Health, SIE,...For contractors
- ...services Make suitable investment recommendations to clients based on knowledge of individual client goals, objectives and current financial standing Provide for timely execution of both buy and sell orders Properly process check deposits and security deposits in a...Local area
- ...Securities Industry licenses including SIE, Series 7 and Series 66 Exams Build and manage client relationships Guide clients with financial advice and solutions Work in a financial center delivering banking and investment solutions Provide comprehensive advice and...Work at office
- ## Financial AdvisorApplylocations: Kenansville: Burgawtime type: Full timeposted on: Posted Todayjob requisition id: JR-15766**If you are... ...Helping People," join our team!****Purpose**The Financial Advisor with an investment/trust/estate planning focus is responsible for...Work at officeImmediate start
- ...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
- ...Financial Advisor OpportunityDo you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry...
$90k - $140k
...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,...Work at office$60k - $120k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized... ...alongside a Senior Partner. Key Responsibilities Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic...Local areaRemote work- Stratford Davis is seeking a Remote Inbound Representative in the United States to help clients plan their financial future. You will work directly with clients to understand needs, offer strategic recommendations, and guide informed decisions using a suite of tools and...Remote job
- Bank of America is seeking a client-focused advisor to help clients achieve their financial goals through comprehensive planning and tailored investment strategies. You will triage leads, refer to business partners, and review client goals with emphasis on asset thresholds...
- Tristate Financial Advisors is seeking motivated individuals to join our team in Raleigh, NC. No prior finance experience is required; we provide extensive training, resources, and support to help you become a successful financial advisor. On a daily basis, our advisors...
$107.9k - $172.64k
Job Description Blue Cross NC is seeking a Principal Financial Advisor to serve as a strategic finance leader at the intersection of financial analysis, business strategy, and enterprise transformation. This highly visible role goes beyond traditional finance, partnering...Work at officeLocal areaRemote workFlexible hours2 days per week$28.85 - $33.65 per hour
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place...Hourly payTemporary workWork at officeFlexible hoursShift workDay shift- A financial services company in Raleigh, NC, is seeking a Financial Services Representative. This role involves educating clients on financial products and helping them reach their financial goals. The company provides comprehensive training and mentorship without requiring...Full time
- ...offering full-time hours, a flexible schedule, and a strong path for advancement. The role emphasizes helping clients build secure financial futures through tailored insurance and investment solutions. Ideal candidates will have active Life & Health licenses and FINRA...Full timeLocal areaWork from homeFlexible hours
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