Entry-Level Financial Advisor
- serp_jobs.job_card.full_time
Job Description
Job Description
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.
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