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Financial Consultant

Remote Financial Advisor Trainee – Wealth Planning

Remote / Online - Candidates ideally in
Boulder, Boulder County, Colorado, 80301, USA
Listing for: Wisepath Financial Group
Apprenticeship/Internship, Remote/Work from Home position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking an Entry-Level Financial Advisor to join their team. This remote/hybrid role focuses on providing financial planning, insurance, and investment advisory support. Candidates should have a high school diploma and be willing to obtain necessary licenses. Responsibilities include client prospecting, needs analysis, and maintaining CRM records. This position offers competitive compensation based on performance and includes comprehensive benefits such as 401(k) matching and medical insurance.
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