Entry-Level Financial Advisor

Entry-Level Financial Advisor – Remote / Hybrid at Wisepath Financial Group (DBA Strategic Financial Concepts / SFC).

Launch Your Career with Fortune-500-Level Support.

• 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).

• 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).

• 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

Ready to turn ambition into a rewarding advisory career?

Strategic Financial Concepts – Your success starts here.

• Seniority level
  :
  Entry level
• Employment type
  :
  Full-time
• Job function
  :
  Sales, General Business, and Education
• Industries
  :
  Wireless Services, Telecommunications, and Communications Equipment Manufacturing

Salary range:
Oklahoma City Metropolitan Area $-$