Managing Director & Lead Financial Advisor

Managing Director & Lead Financial Advisor

Federal & Public Employee Retirement Division

Company: Wisepath Financial Group
Location: Remote / Hybrid (U.S.)
Reports To: Chief Operating Officer (COO)

Build Something Bigger Than a Book of Business

Wisepath Financial Group is seeking an experienced Managing Director & Lead Financial Advisor to help build and lead a specialized retirement planning division serving Federal, State, and Public Sector employees nationwide.

This is not a traditional advisor role.

You will work directly with executive leadership to help shape the future of a growing retirement planning platform while maintaining an active advisory practice and mentoring advisors across the organization.

We are seeking a leader who is passionate about retirement planning, advisor development, and building a scalable business designed for long-term growth.

What You'll Do

• Serve as the Lead Financial Advisor for the division.

• Conduct retirement planning consultations with qualified prospects.

• Convert appointment-generated opportunities into long-term client relationships.

• Mentor and coach Financial Advisors.

• Provide case design support and planning guidance.

• Assist with advisor onboarding and development.

• Participate in strategic growth initiatives.

• Help build a national retirement planning platform.

Who You'll Serve

Our clients include:

• Federal Employees

• State Employees

• Public Sector Employees

• Pre-Retirees

• Retirees

Planning Areas

• Retirement Income Planning

• Pension Maximization

• Thrift Savings Plan (TSP) Planning

• Social Security Strategies

• Wealth Management

• Tax-Efficient Retirement Strategies

• Life Insurance Planning

• Long-Term Care Planning

• Legacy & Estate Planning

Qualifications

Required

• Active Series 7 License

• Active Series 66 License (or equivalent)

• Active Life & Health Insurance License

• Minimum 10 years of Financial Advisory experience

• Strong retirement planning and client relationship management experience

• Experience working with affluent and pre-retiree clients

Preferred

• CFP®, RICP®, ChFC®, or equivalent professional designation

• Federal retirement planning experience

• Advisor leadership experience

• Experience coaching or mentoring advisors

• Series 24 License

• Independent Broker-Dealer or Hybrid RIA experience

Compensation

This position offers a highly competitive compensation package designed to reward both production and leadership.

Compensation may include:

• Competitive Base Salary

• Advisory Revenue Participation

• Insurance Production Compensation

• Leadership Incentives

• Team Growth Override Opportunities

• Profit Sharing

• Long-Term Partnership Opportunities

Expected total compensation opportunity ranges from $225,000+ to $500,000+ based on production, leadership contributions, and division growth.

Why Join Wisepath?

You won't be inheriting someone else's system.

You'll help build it.

This is an opportunity to play a foundational role in creating one of the nation's premier retirement planning organizations focused on serving Federal and Public Employees.

You'll partner directly with executive leadership, help shape advisor culture, mentor future advisors, support strategic growth initiatives, and build a scalable platform designed for long-term success.

If you're passionate about retirement planning, advisor development, and building something meaningful, we'd love to speak with you.

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.

Originally posted on Himalayas