[Remote] Managing Director & Lead Financial Advisor

Note: The job is a remote job and is open to candidates in USA. Wisepath Financial Group is seeking an experienced Managing Director & Lead Financial Advisor to help build and lead a specialized retirement planning division serving Federal, State, and Public Sector employees nationwide. The role involves working directly with executive leadership, mentoring advisors, and shaping a growing retirement planning platform.

Responsibilities

• Serve as the Lead Financial Advisor for the division
• Conduct retirement planning consultations with qualified prospects
• Convert appointment-generated opportunities into long-term client relationships
• Mentor and coach Financial Advisors
• Provide case design support and planning guidance
• Assist with advisor onboarding and development
• Participate in strategic growth initiatives
• Help build a national retirement planning platform

Skills

• 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
• 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

Benefits

• Competitive Base Salary
• Advisory Revenue Participation
• Insurance Production Compensation
• Leadership Incentives
• Team Growth Override Opportunities
• Profit Sharing
• Long-Term Partnership Opportunities

Company Overview