Wichita, Kansas, United States · On-site
$100k–$250k/yr
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 OneAmer…
Skills: Financial Planning, Wealth Management, Asset Protection, Retirement Income Planning, Estate Planning
Denver, Colorado, United States · On-site
$100k–$250k/yr
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 OneAmer…
Skills: Financial Planning, Wealth Management, Asset Protection, Retirement Income Planning, Estate Planning
Bridgewater Township, New Jersey, United States · On-site
$50k–$120k/yr
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 OneAmer…
Skills: Financial Planning, Client Acquisition, Asset Protection, Retirement Planning, Case Design
Norman, Oklahoma, United States · On-site
$50k–$120k/yr
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 OneAmer…
Skills: Financial Planning, Client Acquisition, Asset Protection, Retirement Planning, Case Design
Edmond, Oklahoma, United States · On-site
$100k–$250k/yr
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 OneAmer…
Skills: Financial Planning, Wealth Management, Asset Protection, Retirement Income Planning, Estate Planning
Lakewood Township, New Jersey, United States · On-site
$50k–$120k/yr
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 OneAmer…
Skills: Financial Planning, Client Acquisition, Asset Protection, Retirement Planning, Consultative Selling
Allentown, Pennsylvania, United States · On-site
$60k–$120k/yr
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 OneAmer…
Skills: Financial Modeling, Macroeconomic Planning, Client Relationship Management, Case Implementation, Business Development
Bloomfield, New Jersey, United States · On-site
$50k–$120k/yr
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 OneAmer…
Skills: Financial Planning, Client Acquisition, Asset Protection, Retirement Planning, Case Design
Parsippany-Troy Hills, New Jersey, United States · On-site
$60k–$120k/yr
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 OneAmer…
Skills: Financial Modeling, Macroeconomic Planning, Client Relationship Management, Case Implementation, Business Development
Wichita, Kansas, United States · On-site
$60k–$120k/yr
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 OneAmer…
Skills: Financial Modeling, Macroeconomic Planning, Client Relationship Management, Case Implementation, Business Development
Raleigh, North Carolina, United States · On-site
$60k–$120k/yr
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 OneAmer…
Skills: Financial Modeling, Client Relationship Management, Macroeconomic Planning, Case Implementation, Business Development
Oklahoma City, Oklahoma, United States · Remote OK
$60k–$120k/yr
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 OneAmer…
Skills: Financial Modeling, Macroeconomic Planning, Client Relationship Management, Case Implementation, Business Development
Raleigh, North Carolina, United States · On-site
$100k–$250k/yr
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 OneAmer…
Skills: Financial Planning, Wealth Management, Asset Protection, Retirement Income Planning, Estate Planning
Short Hills, New Jersey, United States · On-site
$100k–$250k/yr
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 OneAmer…
Skills: Financial Planning, Wealth Management, Asset Protection, Retirement Income Planning, Estate Planning
Durham, North Carolina, United States · On-site
$100k–$250k/yr
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 OneAmer…
Skills: Financial Planning, Wealth Management, Asset Protection, Retirement Income Planning, Estate Planning
Fayetteville, Arkansas, United States · On-site
$50k–$120k/yr
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 OneAmer…
Skills: Financial Planning, Client Acquisition, Asset Protection, Retirement Planning, Case Design
Cheyenne, Wyoming, United States · On-site
$50k–$120k/yr
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 OneAmer…
Skills: Financial Planning, Client Acquisition, Asset Protection, Retirement Planning, Case Design
Hackensack, New Jersey, United States · On-site
$50k–$120k/yr
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 OneAmer…
Skills: Financial Planning, Client Acquisition, Asset Protection, Retirement Planning, Case Design
Bentonville, Arkansas, United States · On-site
$100k–$250k/yr
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 OneAmer…
Skills: Financial Planning, Wealth Management, Asset Protection, Retirement Income Planning, Estate Planning
Aurora, Colorado, United States · On-site
$50k–$120k/yr
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 OneAmer…
Skills: Financial Planning, Client Acquisition, Asset Protection, Retirement Planning, Case Design
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Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners. Design custom asset-protection and estate-planning solutions while expanding regional client networks.
Requires active FINRA Series 7 and 66 (or 6 and 63/65) registrations and a State Life & Health Insurance License. Candidates must have 3+ years of experience as a producing Financial Advisor with a clean regulatory record.
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.
Our Goal is Your Success
Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.
Offices: 806 Green Valley Rd, Suite 200, Greensboro, North Carolina 27408, US · 3980 Premier Dr, Suite 110, High Point, North Carolina 27265, US · 10926 David Taylor Dr, Suite 120, Charlotte, North Carolina 28262, US · 4801 Glenwood Ave, Suite 200, Raleigh, North Carolina 27612, US · 5401 W Kennedy Blvd, Suite 100, Tampa, Florida 33609, US
Our Goal is Your Success
Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.
Offices: 806 Green Valley Rd, Suite 200, Greensboro, North Carolina 27408, US · 3980 Premier Dr, Suite 110, High Point, North Carolina 27265, US · 10926 David Taylor Dr, Suite 120, Charlotte, North Carolina 28262, US · 4801 Glenwood Ave, Suite 200, Raleigh, North Carolina 27612, US · 5401 W Kennedy Blvd, Suite 100, Tampa, Florida 33609, US
