Entry-Level Financial Advisor

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• Role: Entry-Level Financial Advisor – Remote / Hybrid
• Company: Wisepath Financial Group

• Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses
• Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship
• Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice
• Flexibility & Autonomy – Remote or hybrid schedule supporting work-life balance
• Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips

• Generate & Qualify Leads – Prospect via phone, email, social media, and networking events; screen for fit
• Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors
• Support Clients – Address questions, surface needs, and introduce insurance and investment solutions
• Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master economic-based planning tools
• Expand Reach – Cultivate channel partners (business owners, associations, community groups)

• Education:
  
  Bachelor’s in Business, Marketing, or similar (or equivalent experience)
• Experience:
  
  1+ year in sales or finance preferred; comfort with cold outreach and CRM tools
• Skills:
  
  High energy, clear communicator, metrics-driven, eager to learn
• Licensing:
  Life & Health license preferred or commitment to obtain quickly (firm-sponsored)

• Compensation & Benefits: W-2 with 7.5% FICA, 401(k) with 6% match, medical/dental/vision/life/disability coverage, recognition programs, trips
• Career Launch Package:
  Licensing fees paid, structured 90-day ramp, mentoring, marketing leads, digital tools, and clear career pathways

Ready to turn ambition into a rewarding career? Strategic Financial Concepts – Your success starts here.

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industries: Internet Publishing

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