Wisepath Financial Group
Join to apply for the
Wealth Advisor Partner
role at
Wisepath Financial Group 2 days ago Be among the first 25 applicants Join to apply for the
Wealth Advisor Partner
role at
Wisepath Financial Group Get AI-powered advice on this job and more exclusive features. Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform
Location: Flexible / Hybrid
Employment Type: Independent Contractor
Why Join Us?
At
Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage
$25 MM+ in client assets
and hold an active
Series 7 & 66 (or 65) , you can step into an 82.5 % RIA payout
day one —no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.
What Sets This Opportunity Apart
Feature
What You Get
Maximum RIA payout
82.5 %
of advisory revenue paid directly to you—no trailing grid or production proof. LPL Financial BD affiliation Transparent, direct BD payouts governed by LPL’s schedule. Transition dollars Approx.
7.5 bps
on qualifying rollover assets to offset repapering expenses. Recruiting overrides Earn a
permanent
override on every advisor you personally recruit to our BD platform. Life-insurance economics Up to
$43 K
annual cash from Ameritas for life production
plus
full override on your own policies. Downline life overrides Receive an override on all life-insurance production generated by advisors you bring onboard. Open architecture Robust investment, planning, and insurance solutions with no proprietary product quotas. Turn-key resources Transition team, marketing suite, compliance guidance, and dedicated OSJ supervision.
Key Responsibilities
Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies Deepen and grow client relationships through holistic financial planning Uphold all FINRA, SEC, and state regulatory requirements Actively recruit like-minded advisors to our platform to expand your override income stream Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding
Ideal Candidate
Series 7 and 66 (or 65) in good standing $25 MM+ in verifiable client AUM Clean compliance record (minor, fully resolved disclosures considered) Entrepreneurial mindset with a passion for mentorship and team building Commitment to fiduciary standards and client-first advice
Compensation Snapshot
RIA advisory payout: 82.5 % of gross advisory fees Broker-dealer payout: LPL grid, paid directly Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms) Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD) Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales Equity option: Potential equity participation for top producers (discuss at interview)
How We Support Your Move
White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more) In-house marketing—digital campaigns, brand refresh, seminar kits Practice consulting—AUM growth playbooks, succession planning, COI programs Compliance & supervision—proactive reviews, OSJ oversight, continuing-ed credits
Ready to Elevate Your Practice?
All inquiries are kept strictly confidential.
“Independence with support, compensation without compromise.”
Join us and turn your vision of an advisor-owned practice into reality.
Powered by JazzHR
2r1iRs3uON Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Internet Publishing Referrals increase your chances of interviewing at Wisepath Financial Group by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
Maryland, United States $23.69-$27.85 1 month ago Texas, United States $70,000.00-$500,000.00 1 week ago Senior Consultant, Leave Management (Fully Remote)
Bethesda, MD $150,000.00-$230,000.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Wealth Advisor Partner
role at
Wisepath Financial Group 2 days ago Be among the first 25 applicants Join to apply for the
Wealth Advisor Partner
role at
Wisepath Financial Group Get AI-powered advice on this job and more exclusive features. Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform
Location: Flexible / Hybrid
Employment Type: Independent Contractor
Why Join Us?
At
Wisepath Financial Group , we equip elite advisors with the freedom of an independent model, a high-touch support team, and one of the richest compensation packages in the profession. If you currently manage
$25 MM+ in client assets
and hold an active
Series 7 & 66 (or 65) , you can step into an 82.5 % RIA payout
day one —no production hurdle required—and unlock multiple revenue streams on both our RIA and broker-dealer sides.
What Sets This Opportunity Apart
Feature
What You Get
Maximum RIA payout
82.5 %
of advisory revenue paid directly to you—no trailing grid or production proof. LPL Financial BD affiliation Transparent, direct BD payouts governed by LPL’s schedule. Transition dollars Approx.
7.5 bps
on qualifying rollover assets to offset repapering expenses. Recruiting overrides Earn a
permanent
override on every advisor you personally recruit to our BD platform. Life-insurance economics Up to
$43 K
annual cash from Ameritas for life production
plus
full override on your own policies. Downline life overrides Receive an override on all life-insurance production generated by advisors you bring onboard. Open architecture Robust investment, planning, and insurance solutions with no proprietary product quotas. Turn-key resources Transition team, marketing suite, compliance guidance, and dedicated OSJ supervision.
Key Responsibilities
Advise high-net-worth and mass-affluent clients on investments, retirement, estate, and risk-management strategies Deepen and grow client relationships through holistic financial planning Uphold all FINRA, SEC, and state regulatory requirements Actively recruit like-minded advisors to our platform to expand your override income stream Collaborate with our leadership on practice-management initiatives that elevate client experience and firm branding
Ideal Candidate
Series 7 and 66 (or 65) in good standing $25 MM+ in verifiable client AUM Clean compliance record (minor, fully resolved disclosures considered) Entrepreneurial mindset with a passion for mentorship and team building Commitment to fiduciary standards and client-first advice
Compensation Snapshot
RIA advisory payout: 82.5 % of gross advisory fees Broker-dealer payout: LPL grid, paid directly Transition bonus: ~7.5 bps on eligible transferred assets (subject to LPL terms) Recruiting override: Percentage of gross production from each advisor you recruit (RIA + BD) Life-insurance incentive: Up to $43 K annual cash from Ameritas, plus overrides on personal and downline life sales Equity option: Potential equity participation for top producers (discuss at interview)
How We Support Your Move
White-glove transition team to repaper, schedule client calls, and coordinate ACATs/1035s Integrated tech stack (LPL ClientWorks, Orion, eMoney, Redtail, Riskalyze, & more) In-house marketing—digital campaigns, brand refresh, seminar kits Practice consulting—AUM growth playbooks, succession planning, COI programs Compliance & supervision—proactive reviews, OSJ oversight, continuing-ed credits
Ready to Elevate Your Practice?
All inquiries are kept strictly confidential.
“Independence with support, compensation without compromise.”
Join us and turn your vision of an advisor-owned practice into reality.
Powered by JazzHR
2r1iRs3uON Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Internet Publishing Referrals increase your chances of interviewing at Wisepath Financial Group by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.
Maryland, United States $23.69-$27.85 1 month ago Texas, United States $70,000.00-$500,000.00 1 week ago Senior Consultant, Leave Management (Fully Remote)
Bethesda, MD $150,000.00-$230,000.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr