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 Our client does not expect you to have a background in finance.
They provide a fully structured, classroom-to-field training curriculum designed to teach you macroeconomic planning principles, client acquisition, and advanced case design.
You will be paired with a seasoned mentor to help you build a highly predictable, relationship-driven local business.
Key Responsibilities Participate in a structured, multi-phase licensing and financial planning training program.
Learn to host consultative 'discovery' conversations to evaluate client needs, financial vulnerabilities, and cash flow.
Design tailored asset-protection, disability, and retirement planning solutions using the firm's advanced financial modeling software.
Build a local advisory brand by engaging with local communities, professional organizations, and personal networks.
Requirements No prior financial industry experience required; background in sales, teaching, operations, or management is highly valued.
A natural ability to build trust, paired with deep professional empathy.
Strong work ethic and the self-discipline to manage an autonomous, entrepreneurial schedule.
Must pass a standard industry background check and licensing exam (sponsorship provided).
Bachelor's degree preferred, or equivalent track record of professional success.
Compensation & Professional Development Sponsored licensing (Life & Health, FINRA registrations) and continuous professional development.
Start-up financing programs combined with competitive commissions and residual income streams.
Financial Services Representative • Norman, OK, US
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