Experienced Financial Advisor

Remote

Full Time

Manager/Supervisor

Financial Advisor (CPA Required)

Wisepath Financial Group
Location: Remote / Hybrid Options Available
Compensation: Base Salary + Uncapped Commissions

About Wisepath Financial Group

Wisepath Financial Group is a nationally recognized financial services firm dedicated to delivering holistic, client-first financial planning solutions. The firm specializes in integrating all aspects of a client’s financial life—including retirement planning, estate planning, insurance strategies, and tax-efficient wealth design—into one cohesive, long-term strategy.

Wisepath partners closely with financial advisors, CPAs, attorneys, and other specialists to provide clients with comprehensive, coordinated planning designed to build, protect, and transfer wealth with confidence.

Due to continued growth and expansion, Wisepath is seeking an experienced Financial Advisor with a CPA designation to support high-value clients and help scale its advisory platform.

Position Overview

This is a W-2 salaried position with uncapped commission potential, offering the stability of a base salary combined with significant earning upside.

As a Financial Advisor at Wisepath, you will serve as a trusted advisor, delivering customized financial strategies while collaborating with a team of specialists across tax, estate, and retirement planning. This role is ideal for a professional who values a holistic planning approach and wants to leverage their CPA expertise to deliver deeper client value.

Key Responsibilities

Develop and manage comprehensive financial plans, including retirement, estate, and tax-efficient strategies
Conduct in-depth financial analysis and client discovery meetings
Provide guidance across investments, insurance, tax strategy, and wealth preservation
Build, manage, and retain long-term client relationships
Collaborate with internal specialists (tax, legal, retirement) to deliver integrated solutions
Educate clients by simplifying complex financial concepts into actionable strategies
Ensure full compliance with fiduciary standards and industry regulations

Must-Have Qualifications

Active CPA (Certified Public Accountant) license
AEP (Accredited Estate Planner) designation
Active securities licenses:
- Series 65 or Series 7 & 66
Active Life & Health Insurance License
Experience in financial advisory, wealth management, or tax-focused planning
Strong client-facing skills with the ability to communicate complex strategies clearly
Proven ability to build and maintain client relationships

Preferred Experience & Credentials

Experience working with federal employees, military personnel, or government benefits systems
Background in advanced tax planning, estate planning, or trust strategies
Additional designations (CFP®, ChFC®, RICP®, or similar)
Existing book of business or established referral network
Familiarity with FERS, CSRS, TSP, or military retirement systems

Compensation & Benefits

$4,000/month base salary (W-2 position)
80/20 street commission split with uncapped earning potential
Salary increases to $80,000 annually after reaching $100K in collected commissions
$500/month insurance stipend after 90 days
Performance-based bonuses and incentives
Access to advanced financial planning tools and resources
Flexible remote / hybrid work options
Collaborative team environment with mentorship and growth opportunities

Why Join Wisepath Financial Group?

True holistic planning model (not product-driven)
Ability to directly integrate tax expertise into financial strategy
Strong operational, compliance, and planning support infrastructure
Access to a collaborative network of CPAs, attorneys, and advisors
Opportunity to work with a firm focused on long-term client success and personalized strategies

Clear path for income growth and professional development

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.

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