Experienced Financial Advisor

Career Headhunter is seeking an Experienced Financial Advisor (CPA required) for Wisepath Financial Group, based in Deep River, Guilford County, US. This role offers a competitive base salary of $80,000–$150,000 plus uncapped commissions, with remote and hybrid work options.

Key Responsibilities

• Deliver comprehensive, client‑first financial planning that integrates retirement, estate, insurance, and tax strategies.
• Conduct detailed financial analyses, develop tailored recommendations, and present actionable plans to high‑net‑worth individuals and families.
• Maintain ongoing relationships, monitor portfolio performance, and adjust strategies to meet evolving client goals.
• Collaborate with internal specialists (tax, legal, investment) to ensure holistic solutions.
• Stay current on regulatory changes, market trends, and best practices in financial advisory services.

Required Qualifications

• Active CPA license (required).
• 5+ years of experience in financial advisory, wealth management, or related fields.
• Proven ability to generate new business and manage a client book.
• Strong analytical, communication, and interpersonal skills.
• Comfortable working remotely or in a hybrid environment.

Compensation & Benefits

• Base salary ranging from $80,000 to $150,000, dependent on experience.
• Uncapped commission structure offering high earning potential.
• Flexible remote/hybrid work arrangements.
• Professional development and continuing education support.
• Comprehensive health, dental, and vision benefits.

How to Apply

Submit your resume and a cover letter highlighting your CPA credentials and advisory experience through the Career Headhunter portal.

Frequently Asked Questions

Do I need a CPA license for this role?

Yes, an active CPA license is a mandatory requirement.

Is remote work allowed?

The position offers remote and hybrid work options.

What is the compensation structure?

Base salary $80,000–$150,000 plus uncapped commissions.