Entry-Level Financial AdvisorWisepath Group • Washington, DC, United States
Entry-Level Financial Advisor
Wisepath Group • Washington, DC, United States
2 days ago
Job type
- Full-time
Job descriptionGenerate & 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 401(k) with 6 % match Medical, dental, vision, life & disability coverage National recognition programs and chairman’s trips Career Launch Package Structured 90-day ramp with dedicated mentor Marketing leads, digital tools, and administrative support Clear pathway to Senior Advisor, Recruiting, or Leadership tracks
Entry-Level Financial Advisor – Remote / Hybrid
Wisepath
- OneLegacy Financial Group 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
What You’ll Bring
We Provide
W-2 with 7.5 % FICA
Licensing fees and study materials paid
Your Next Step
Ready to turn ambition into a rewarding advisory career?
OneLegacy Financial Group – Your success starts here.
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Financial Advisor • Washington, DC, United States
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