Entry-Level Financial Advisor

Join to apply for the Entry-Level Financial Advisor role at Wisepath Financial Group

2 days ago Be among the first 25 applicants

Join to apply for the Entry-Level Financial Advisor role at Wisepath Financial Group

Get AI-powered advice on this job and more exclusive features.

• DBA Strategic Financial Concepts (SFC)

Entry-Level Financial Advisor – Remote / Hybrid

Wisepath Financial Group

• DBA Strategic Financial Concepts (SFC)

Launch Your Career with Fortune-500-Level Support

• 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 that supports work-life balance
• Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips

What You’ll Do

• Generate & Qualify Leads – Prospect by 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 our economic-based planning tool
• Expand Our Reach – Cultivate channel partners (business owners, associations, community groups)

What You’ll Bring

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

We Provide

• Compensation & Benefits
• W-2 with 7.5 % FICA
• 401(k) with 6 % match
• Medical, dental, vision, life & disability coverage
• National recognition programs and chairman’s trips
• Career Launch Package
• Licensing fees and study materials paid
• Structured 90-day ramp with dedicated mentor
• Marketing leads, digital tools, and administrative support
• Clear pathway to Senior Advisor, Recruiting, or Leadership tracks

Your Next Step

Ready to turn ambition into a rewarding advisory career?

Strategic Financial Concepts – Your success starts here.



Seniority level

• Seniority level
  
  Entry level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Finance and Sales
• Industries Internet Publishing

Referrals increase your chances of interviewing at Wisepath Financial Group by 2x

Sign in to set job alerts for “Financial Advisor” roles.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr