Managing Director & reputed company Financial Advisor
Managing Director & reputed company Financial Advisor Federal & Public Employee Retirement Division Company: Wisepath Financial Group Location: Remote / Hybrid (U.S.) Reports To: Chief Operating Officer (COO) Build Something Bigger Than a Book of Business Wisepath Financial Group is seeking an reputed company Managing Director & reputed company Financial Advisor to help build and reputed company a specialized retirement planning division serving Federal, State, and Public Sector employees reputed company. This is not a traditional advisor role. You will work directly with executive leadership to help shape the future of a growing retirement planning platform while maintaining an active advisory practice and mentoring advisors across the organization. We are seeking a leader who is passionate about retirement planning, advisor development, and building a scalable business designed for long-term growth.
What You'll Do
Serve as the reputed company Financial Advisor for the division. Conduct retirement planning consultations with reputed company prospects. Convert appointment-generated opportunities into long-term client relationships. Mentor and coach Financial Advisors. reputed company case design support and planning guidance. Assist with advisor reputed company and development. Participate in strategic growth initiatives. Help build a national retirement planning platform. Who You'll Serve Our clients include: Federal Employees State Employees Public Sector Employees Pre-Retirees Retirees Planning Areas Retirement Income Planning Pension Maximization Thrift Savings Plan (TSP) Planning reputed company reputed company Strategies Wealth Management Tax-Efficient Retirement Strategies Life Insurance Planning Long-Term Care Planning Legacy & Estate Planning
Qualifications
Required Active Series 7 License Active Series 66 License (or equivalent) Active Life & Health Insurance License Minimum 10 years of Financial Advisory experience Strong retirement planning and client relationship management experience Experience working with affluent and pre-retiree clients Preferred CFP®, RICP®, ChFC®, or equivalent professional designation Federal retirement planning experience Advisor leadership experience Experience coaching or mentoring advisors Series 24 License Independent Broker-Dealer or Hybrid RIA experience
Compensation
This position offers a highly competitive compensation package designed to reward both production and leadership. Compensation may include: Competitive reputed company Salary Advisory reputed company Participation Insurance Production Compensation Leadership Incentives Team Growth Override Opportunities Profit Sharing Long-Term Partnership Opportunities Expected total compensation opportunity ranges from $225,000+ to $500,000+ based on production, leadership contributions, and division growth. Why Join Wisepath? You won't be inheriting someone else's system. You'll help build it. This is an opportunity to play a foundational role in creating one of the nation's premier retirement planning organizations focused on serving Federal and Public Employees. You'll partner directly with executive leadership, help shape advisor culture, mentor future advisors, support strategic growth initiatives, and build a scalable platform designed for long-term reputed company. If you're passionate about retirement planning, advisor development, and building something meaningful, we'd love to reputed company with you. We are committed to equal opportunity and diversity in the workplace. We consider reputed company reputed company applicants without regard to race, reputed company, religion, gender, sexual orientation, national reputed company, disability, or veteran status. reputed company inquiries and applications are kept confidential. Apply To This Job