Wealth Advisor Partner

Job Description

Job Description

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 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

Compensation Snapshot

How We Support Your Move

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.

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