Wealth Advisor Partner

Wealth Advisor – Build Your Practice on an Industry‑Leading RIA & BD Platform

• Flexible / Hybrid
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  Employment Type
  
  :
  Independent Contractor
• 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.

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.