Wisepath Group
Associate Financial Advisor
Parsippany, New Jersey · Posted today
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- Salary
- Not listed
- Job type
- Full-time
- Work mode
- Not specified
- Source
- Jazzhr (employer's hiring system)
About the role
Associate Financial Advisor
Position Overview
This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.Key Responsibilities
- Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
- Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
- Manage existing client relationships, addressing daily operational inquiries with high professional standards.
- Collaborate with the team on local business development, group workshops, and educational marketing events.
Requirements
- FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
- Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
- 1–3 years of experience in banking, insurance, or consultative client-facing sales.
- High coachability, strong active-listening skills, and a collaborative mindset.
Professional Development
- Dedicated training program and licensing support.
- Clear 3-year track to Lead Advisor status.
Job ID jz-wisepathgroup-20261013194314_ojvglmgkantcsfaa · Original posting ↗