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Financial Advisor Financial Consultant

Remote Financial Advisor Trainee – Wealth Planning

Remote / Online - Candidates ideally in
Bixby, Tulsa County, Oklahoma, 74008, USA
Listing for: Wisepath Financial Group
Full Time, Apprenticeship/Internship, Remote/Work from Home position
Listed on 2026-02-17
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 120000 USD Yearly USD 60000.00 120000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking an Entry-Level Financial Advisor to engage in financial and retirement planning, insurance planning, and investment advisory support. Responsibilities include prospecting new clients, conducting financial analyses, and maintaining CRM records. Candidates should possess a high school diploma and strong communication skills with an ability to obtain necessary licenses. This full-time role offers salaries ranging from $60,000 to $120,000 per year, with benefits including remaining on a commission-based structure and flexible scheduling.
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