Financial Advisor

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Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources

Wisepath Financial Group, DBA Strategic Financial Concepts (SFC)

• Flexible / Hybrid

• Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships
• Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside
• Holistic Planning Platform – Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool
• Work Your Way – Set your own schedule, choose your preferred products, and craft the client experience you envision
• Collaborative Culture – Joint work, mentorship, and continual professional development fuel faster growth

• Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners
• Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies
• Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve
• Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture
• Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide

• Licenses:
  Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain)
• Experience:
  
  Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel
• Mind-Set:
  Entrepreneurial, client-focused, and comfortable in a commission / fee-based model
• Education:
  
  Bachelor’s degree or equivalent professional experience

• Compensation & Benefits
• W-2 status with 7.5 % FICA
• 401(k) with 6 % company match
• Medical, dental, vision, life & disability insurance
• National recognition programs and chairman’s trips
• Practice-Building Tools
• End-to-end transition support and marketing concierge
• CRM, financial planning, and portfolio management tech stack
• In-house product specialists and advanced planning team
• Freedom & Flexibility
• No product quotas or commission caps
• Remote, hybrid, or office options to suit your lifestyle
• Clear paths to leadership and equity participation for top performers

• Seniority level
  
  Entry level

• Employment type
  
  Full-time

• Job function
  
  Finance and Sales
• Industries Internet Publishing

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