This is a remote / hybrid role Are you a driven, high-energy individual looking to jumpstart your career in the financial services industry?
Wisepath Financial Group DBA - Strategic Financial Concepts (SFC) is seeking an Entry-Level Financial Advisor to join our rapidly growing team.
Backed by a Fortune 500-level infrastructure , we equip you with the resources, mentorship, and flexibility needed to thrive in a performance -based environment.
Why Join SFC?
Unlimited Earning Potential – Enjoy residual income, additional bonuses, and incentives.
Fortune 500 Support – Leverage big-firm credibility, brand recognition, and robust marketing tools.
Collaboration & Mentorship – Work alongside experienced advisors, receive hands-on training, and accelerate your growth.
Flexibility & Autonomy – Build your own schedule and maintain work-life balance.
Comprehensive Benefits – Health, dental, vision, and life / disability insurance; 401(k) with matching; national recognition programs; and more.
Key Responsibilities Lead Generation & Qualification Prospect new sales leads via calls, emails, and networking.
Engage potential clients, qualifying them for further financial discussions.
Relationship Building Stay in contact with existing prospects to foster trust and brand awareness .
Request referrals and follow up on qualified leads in coordination with senior advisors.
Client Support & Education Respond to client inquiries, identify needs, and suggest potential solutions or services.
Coordinate in-person meetings or calls between new clients and Financial Advisors.
Collaborate with Financial Advisors Be the point person for lead flow and handoffs to senior advisors.
Participate in joint work opportunities to develop your industry knowledge and client-service skills.
Channel Partner Outreach Network with potential channel partners—businesses, associations, and community organizations—to expand SFC’s reach.
Qualifications Education :
Apply now to become part of our SFC family! Powered by JazzHR
Entry Level Financial Advisor • Beth, OK, US