Talent.com
Wealth Advisor Partner
Wealth Advisor PartnerWisepath Group • Phoenix, AZ, US
serp_jobs.error_messages.no_longer_accepting
Wealth Advisor Partner

Wealth Advisor Partner

Wisepath Group • Phoenix, AZ, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.permanent
job_description.job_card.job_description

Job Description

Job Description

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

    sfPG60wHSi

    serp_jobs.job_alerts.create_a_job

    Wealth Advisor • Phoenix, AZ, US

    Job_description.internal_linking.related_jobs
    Sr Specialist, Advisor Wealth Services

    Sr Specialist, Advisor Wealth Services

    Charles Schwab • Scottsdale, AZ, US
    serp_jobs.job_card.full_time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Wealth Advisor

    Wealth Advisor

    Sequoia Financial Group • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Sequoia Financial Group is excited to announce new opportunities to join our growing team, made possible through a strategic partnership with a leading CPA and consulting firm, Eide Bailly.Our firm...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Licensed Mental Health Therapist

    Licensed Mental Health Therapist

    LifeStance Health • Maricopa, AZ, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Management Banker

    Wealth Management Banker

    RBC Capital Markets, LLC • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients.The Wealth Mana...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Outbound Investment Advisor

    Outbound Investment Advisor

    Edelman Financial Engines • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Outbound Investment Advisor (Phoenix, AZ or Remote).At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar sav...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Management Banker

    Wealth Management Banker

    Royal Bank of Canada • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients.The Wealth Mana...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Wealth Manager

    Senior Wealth Manager

    Lido Advisors, LLC • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. Reporting to the Regional Market Leader, this individual will be resp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Dir, Area Replenishment (Phoenix, AZ)

    Dir, Area Replenishment (Phoenix, AZ)

    US Foods, Inc. • Stanfield, AZ, US
    serp_jobs.job_card.full_time
    ESSENTIAL RESPONSIBILITIES .Performance Management Responsibilities.As an Area Director, Replenishment, you will own and manage all replenishment related performance metrics for your Area.Acti...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Wealth Solutions Advisor

    Wealth Solutions Advisor

    Empower • Chandler, AZ, United States
    serp_jobs.job_card.full_time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Vice President and Wealth Advisor

    Associate Vice President and Wealth Advisor

    Confidential • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    Associate Vice President and Wealth Advisor.Premier investment advisor & manager.The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its Private Wealth Division...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    FINANCIAL ADVISOR

    FINANCIAL ADVISOR

    Jamie Grayem • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Base Salary + Quarterly Production Bonus + Full Benefis.This position is subject to SAFE Act registration requirements.Pursuant to the SAFE Act requirements, all employees engaged in residential lo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Relationship Advisor I- Global Fund Banking

    Relationship Advisor I- Global Fund Banking

    First Citizens Bank • Phoenix, AZ, US
    serp_jobs.job_card.full_time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Tempe office. Together, Silicon Valley Bank and First Citizens offer you the strengt...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Wealth Financial Advisor

    Wealth Financial Advisor

    CAPTRUST • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    Join Our Team as a Financial Advisor at CAPTRUST!.Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated. You'll provide comprehensive financial plan...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sales Manager, Wealth Advisor Group

    Sales Manager, Wealth Advisor Group

    LPL Financial • Tempe, AZ, US
    serp_jobs.job_card.full_time
    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidenc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Management Investment Consultant, Advisory Services

    Wealth Management Investment Consultant, Advisory Services

    U.S. Bank • Tempe, AZ, United States
    serp_jobs.job_card.full_time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Senior Wealth Advisor - Wealth Advisory - Phoenix

    Senior Wealth Advisor - Wealth Advisory - Phoenix

    CliftonLarsonAllen • Phoenix, AZ, United States
    serp_jobs.job_card.full_time
    CLA is a top 10 national professional services firm where.Even with more than 8,500 people, 130 U.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Retirement Plan & Wealth Management Investment Advisor

    Retirement Plan & Wealth Management Investment Advisor

    HUB International • Scottsdale, AZ, United States
    serp_jobs.job_card.full_time
    As a Retirement Plan & Wealth Management Advisor you will spend your day talking to retirement plan participants & individual wealth management clients about their retirement savings needs, financi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    VP, Advisor Engagement

    VP, Advisor Engagement

    Osaic • Scottsdale, AZ, US
    serp_jobs.job_card.full_time
    Relationship Leader Opportunity in Financial Services.Vice President, Advisor Engagement.Location(s) : Atlanta, GA; La Vista, NE. Oakdale, MN; Scottsdale, AZ; St.Remote applicants may potentially be...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted