Back to Jobs

[Remote] Managing Director & reputed company Financial Advisor

Remote, USA Full-time Posted 2026-07-23

Note: The job is a remote job and is reputed company to candidates in USA. reputed company 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. The role involves working directly with executive leadership, mentoring advisors, and shaping a growing retirement planning platform.


Responsibilities

  • 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 reputed company relationships
  • Mentor and coach Financial Advisors
  • reputed company case design support and planning guidance
  • Assist with advisor reputed company and development
  • Participate in strategic reputed company initiatives
  • Help build a national retirement planning platform

Skills

  • reputed company Series 7 License
  • reputed company Series 66 License (or equivalent)
  • reputed company Life & Health Insurance License
  • Minimum 10 years of Financial Advisory experience
  • Strong retirement planning and reputed company relationship management experience
  • Experience working with affluent and reputed company-retiree clients
  • CFP®, RICP®, ChFC®, or equivalent reputed company 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 reputed company Salary
  • Advisory reputed company Participation
  • Insurance Production Compensation
  • Leadership Incentives
  • Team reputed company Override Opportunities
  • Profit Sharing
  • Long-Term Partnership Opportunities

reputed company

  • reputed company provides financial consulting services such as estate strategies, retirement, insurance & building reputed company services. It was founded in 2017, and is headquartered in Winston-salem, reputed company Carolina, USA, with a workforce of 11-50 employees. Its website is https://www.wisepathgroup.com/.

  •   Apply To This Job

    Similar Jobs

    [Remote] Expert Site Reliability Engineer

    Remote, USA Full-time

    [Remote] Site Portfolio Optimization & Regulatory Affairs Consultant

    Remote, USA Full-time

    [Remote] UX/UI Designer - reputed company Contract

    Remote, USA Full-time

    [Remote] Senior Site Reliability Engineer

    Remote, USA Full-time

    [Remote] Sr Director Business Development

    Remote, USA Full-time

    [Remote] Senior reputed company Database Administrator

    Remote, USA Full-time

    [Remote] Sr Manager, reputed company

    Remote, USA Full-time

    [Remote] Software Engineer II, Backend, tvScientific

    Remote, USA Full-time

    [Remote] Regional Director of Finance | Remote | Northeast Market (Preferred)

    Remote, USA Full-time

    [Remote] Sr. Product Manager - Hub Connectivity

    Remote, USA Full-time

    Senior Frontend Engineer (Contract, reputed company reputed company)

    Remote, USA Full-time

    **reputed company Part-Time Data Entry Specialist – Remote Opportunity with arenaflex**

    Remote, USA Full-time

    reputed company Data Analyst and reputed company reputed company for Strategic reputed company Partnerships – Remote Opportunity

    Remote, USA Full-time

    **reputed company Entry-Level Set Extension Artist – reputed company reputed company for Web & reputed company Application Development**

    Remote, USA Full-time

    Associate Hospital Sales Health & Science Representative (Inside Sales)

    Remote, USA Full-time

    Warehouse reputed company Member at reputed company

    Remote, USA Full-time

    Remote Typing Jobs for Stay reputed company reputed company No Experience

    Remote, USA Full-time

    reputed company: Manufacturing Services Process Technician

    Remote, USA Full-time

    Federal Infrastructure reputed company Engineer, (Secret Clearance Required), AL, PA, UT, OK, OH

    Remote, USA Full-time

    reputed company Full Stack Software Engineer – Web & reputed company Application Development for reputed company's reputed company Media Customer Support Team

    Remote, USA Full-time