Wisepath Group specializes in retirement planning strategies designed to ensure financial security throughout retirement, including potential long-term care needs. The company offers unique approaches to increase retirement income with guarantees, working closely with Elder and Estate Law Firms to protect client assets without triggering taxable events or legal complications. Wisepath Financial Group is licensed in North Carolina and may operate in other states, providing life insurance and securities services through OneAmerica Securities.
Open Positions
Financial Advisor
Series 7 or 6 license, proven success in financial services, and entrepreneurial mind-set
Entry-Level Financial Advisor
Bachelor's degree, 1+ year sales or finance experience, Life & Health license
Entry-Level Financial Advisor
Bachelor's degree, 1+ year of sales or finance experience, and a Life & Health license or commitment to obtain
Financial Advisor
Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health; Experience: Proven success in financial services; Education: Bachelor’s degree or equivalent professional experience
Entry-Level Financial Advisor
1+ year sales or finance experience, high energy, clear communication skills, and comfort with cold outreach
Entry-Level Financial Advisor
Bachelor's degree, 1+ year sales/finance experience, high energy and clear communication skills
Entry-Level Financial Advisor
Bachelor's in Business, Marketing, or similar (or equivalent experience), 1+ year in sales or finance, Life & Health license preferred
Entry-Level Financial Advisor
1+ year in sales or finance; life & health license preferred; bachelor's in business, marketing, or similar
Entry-Level Financial Advisor
Bachelor's degree, 1+ year sales or finance experience, Life & Health license preferred
Entry-Level Financial Advisor
1+ year of experience in sales or finance, Life & Health license preferred, proven comfort with cold outreach and CRM tools
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