Financial Services Representative

About This Role

The Financial Services Representative plays a crucial role in a premier wealth management practice, focusing on macroeconomic planning principles and client acquisition. This position is ideal for individuals looking to build a relationship-driven local business with the support of a structured training program and mentorship.

Responsibilities

• Participate in a structured, multi-phase licensing and financial planning training program.
• Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
• Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
• Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.

Requirements

• No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
• A natural ability to build trust, paired with deep professional empathy.
• Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
• Must pass a standard industry background check and licensing exam (sponsorship provided).
• Bachelor's degree preferred, or equivalent track record of professional success.

Benefits

• Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development.
• Start-up financing programs combined with competitive commissions and residual income streams.

Important Details

• Estimated Compensation: $50,000 per year.
• This role features a performance-based compensation structure with uncapped earning potential.

Application Process

• To support your transition, our client partner provides dedicated startup financing programs, transition allowances, and fully sponsored licensing training during your launch phase.

About the Company

Wisepath Recruiting is a specialized recruiting division of Wisepath Group, focused on connecting candidates with a premier wealth management practice aligned with One America Financial. The firm operates under a protection-first strategy, emphasizing strategic cash-flow and tax efficiency.