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Associate Wealth Advisor — Licensing & 3-Year Lead Path

Wisepath Group

Wisepath Group, through Wisepath Recruiting, is seeking a finance-advisory professional to support Senior Advisors in macroeconomic modeling and client planning. The role combines client engagement with back-office coordination in a growth-focused wealth management practice. Ideal candidates have 1–3 years in banking or insurance sales, a Life & Health license (or willingness to obtain), and excellent listening skills. A hybrid work arrangement and structured development program are provided. #J-18808-Ljbffr Wisepath Group

Vacancy posted 3 days ago
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