Wealth Advisor Partner

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.

• 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.

• 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.

• 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.

• 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).

• White-glove transition team to repaper, schedule client calls, and coordinate ACATs / 1035s.
• Integrated tech stack (LPL Client Works, 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.