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.
- ...Experienced Financial Advisor Build the Business You've Always Envisioned Remote / Hybrid Opportunities Available You've Built a Career. Now Build a Legacy. The most successful financial advisors eventually want more than production. They want greater autonomy. They want...SuggestedWork at officeRemote work
$48k - $100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the...SuggestedShift workDay shift$70k - $80k
...Job Description At Bank of America, we are 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, communities and shareholders every...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift$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- ...Financial Solutions Advisor - Northwest NJ Market Morristown, New Jersey;Succasunna, New Jersey; Denville, New Jersey; Livingston, New Jersey; Montville, New Jersey To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$60k - $100k
...Integrated Financial Concepts is seeking ambitious individuals for the role of Financial Representative in Roseland, New Jersey. No prior experience is necessary, as comprehensive training is provided. Responsibilities include guiding clients on financial strategies, ensuring...Flexible hours- ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote / Hybrid Opportunities Available Launch a Business. Build a Career. Create a Legacy. Most people spend their careers building someone else's dream. At One Legacy Financial Group , we believe...Work at officeImmediate startRemote work
$80k - $90k
...Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align...Interim roleImmediate startShift workDay shift$75k
...serve. We are all united in delivering the best experience for our customers and fostering an inclusive workplace culture. As a Financial Advisor within PNC Wealth Management, you will be based at our Millburn, NJ location. Job Description Consult on investment and...Temporary workWork experience placement$75k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based at our Millburn, NJ location. Job Description Consult on investment and...Full timeTemporary workWork experience placement$75k - $90k
...Company Description Simplicity Group is a financial services organization focused on education, value, and partnership for financial... ...long-term care solutions. Simplicity Group collaborates with advisors, agents, broker-dealers, and financial institutions, providing...Full timeWork at office$70k - $80k
...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workMonday to FridayShift workDay shift- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...Work at officeFlexible hours
$24k
...Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. We are looking for self‑motivated individuals like you to join our network of Financial Professionals. You will work with individuals...Contract work- ...Looking for one Financial Advisor | Established Book of Business | Potential Long-Term Succession Opportunity This could be the opportunity of a lifetime. Our client is a highly successful, independent wealth management firm near Fairfield, New Jersey, seeking one experienced...Permanent employmentTemporary work
$200k
...Financial Advisor Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base starting at $200,000 Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent...Work at officeLocal area$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...Work at officeWork from homeHome officeFlexible hours$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...Full timeLocal area$77k - $202k
...Travel Requirements: Up to 60% At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help...Full timeH1b$50k - $75k
Overview Regional Director at Prudential Advisors — Prudential Financial, Morristown, New Jersey. About the Company Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs. We have an opening for a highly motivated analytical...Full timePart time$15 per hour
Overview Regional Director at Prudential Advisors About the Company Take your career to the next level at Prudential Advisors! Change... ...selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients...Minimum wageFull timeContract workPart time$24k
Overview As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community. We are looking for self‑motivated individuals like you to join our network of Financial Professionals. You will work with individuals...Contract work- ...Entry Level Financial Advisor Opportunity Year Up United is a one-year or less intensive job training program that provides young adults with in‑classroom skill development, access to internships and job placement services, and personalized coaching and mentorship through...InternshipMonday to Friday
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...growing independent wealth management firm is seeking a senior advisor to work directly alongside the CEO and help lead relationships... ...meetings as a primary strategic advisor Develop and present advanced financial, tax, estate, and retirement plans Coordinate integrated...
- ...Northwestern Mutual is offering an exciting opportunity for college students to join their internship program as College Financial Representatives. This role equips interns to build a financial planning practice while getting support from industry experts and tools. Interns...InternshipFlexible hours
$1,000 per month
500 Campus Dr Ste 300 Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance,... ...opportunity to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$99k - $232k
...insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes,... ...Manage client relationships and serve as a trusted advisor across finance transformation initiatives Solve complex business...Full timeH1b- ...During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: Financial advisory Sales specialist Product Support Sales operations and analytics Patient Services Get the skills and...InternshipMonday to Friday
- ...project. Specific responsibilities may include: • Budget and strategic plan forecasting • Rebate analysis and processing • Financial consolidation • Sales & cost reporting • Digitalization of reporting • Ad-hoc projects and analytics A Successful...Full timeSummer internshipWork visa
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