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.