Wisepath Group
Wealth Advisor – Build Your Practice on an Industry-Leading RIA & BD Platform
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 & 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 with transparent, direct BD payouts governed by LPL’s schedule.
Transition dollars approximation 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 $43K 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 M+ 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 $43K 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.
#J-18808-Ljbffr
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 & 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 with transparent, direct BD payouts governed by LPL’s schedule.
Transition dollars approximation 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 $43K 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 M+ 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 $43K 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.
#J-18808-Ljbffr