Financial Advisor at Wisepath Financial Group | Torre
You'll empower clients with tailored financial strategies, securing their stress-free retirement and lasting legacy.
Emma highlights
This highlight was written by Emma’s AI. Ask Emma to edit it.
Full-time

Legal agreement: Employment

Provide your expected compensation while applying
location_on
Remote (anywhere)
Match
skeleton-gauges
You have opted out of job matches in .
To undo this, go to the 'Skills and Interests' section of your preferences.
Review preferences
Shared by
Emma of Torre.ai
3 months ago

Requirements and responsibilities


What You’ll DoAcquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners.Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies.Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve.Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture.Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide.What You’ll NeedLicenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).Experience: Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel.Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model.Education: Bachelor’s degree or equivalent professional experience.What We ProvideCompensation & BenefitsW-2 status with 7.5 % FICA401(k) with 6 % company matchMedical, dental, vision, life & disability insuranceNational recognition programs and chairman’s tripsPractice-Building ToolsEnd-to-end transition support and marketing conciergeCRM, financial planning, and portfolio management tech stackIn-house product specialists and advanced planning teamFreedom & FlexibilityNo product quotas or commission capsRemote, hybrid, or office options to suit your lifestyleClear paths to leadership and equity participation for top performersApply TodayReady to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values?Strategic Financial Concepts – where your success is our strategy.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.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)
check_circle

Payment confirmed

A member of the Torre team will contact you shortly

In the meantime, continue adding information to your job opening.