Associate Financial Advisor

About Wisepath Recruiting Wisepath Recruiting (a specialized recruiting division of Wisepath Group ). We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance. Position Overview This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner. Key Responsibilities Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination. Manage existing client relationships, addressing daily operat…