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Experienced Financial Advisor

Experienced Financial Advisor

Wisepath GroupBixby, OK, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Wisepath Financial Group DBA Strategic Financial Concepts (SFC)

Are you a Financial Advisor seeking greater autonomy, unlimited earning potential, and the chance to provide holistic wealth management solutions backed by a Fortune 500 -level infrastructure? Tired of restrictive quotas, capped commissions, and limited product portfolios? Join Strategic Financial Concepts (SFC) , where we address common industry pain points by offering robust marketing support, cutting-edge technology, and an environment that values growth and flexibility.

Why SFC?

  • Fortune 500 Resources & Stability – Leverage big-firm credibility without sacrificing independence.
  • Unlimited Earning Potential – Residual income, uncapped commissions, bonuses, and incentives.
  • Holistic, Purpose-Driven Approach – Offer comprehensive solutions (insurance, investments, retirement, estate) using our economic-based financial planning tool.
  • Flexible Schedule & Autonomy – Control your client relationships and work-life balance.
  • Collaborative Culture – Grow through continuous professional development and joint work with seasoned associates.

Key Responsibilities

  • Client Acquisition & Relationship Building – Network, prospect, and maintain trust-based client relationships.
  • Needs Analysis & Custom Planning – Conduct in-depth fact-gathering to design tailored financial strategies.
  • Product & Services Implementation – Offer diverse solutions, including insurance, mutual funds, and more.
  • Ongoing Client Support – Adapt plans as clients’ circumstances and market conditions change.
  • Compliance & Integrity – Adhere to fiduciary and regulatory standards while upholding SFC’s ethical culture.

    • Qualifications

  • Licenses : Series 7 / 6, Series 63 / 66, and Life & Health (preferred).
  • Experience : Proven track record in financial services, strong networking abilities, or a keen desire to succeed in this arena.
  • Education : BA / BS or equivalent work experience.
  • Skills : Exceptional interpersonal, analytical, and client-focused mindset.

    • Benefits

  • W-2 with 7.5% FICA
  • 401(k) with 6% Match
  • Health, Dental, Vision, Life / Disability Insurance
  • National Recognition Programs & Chairman’s Trips
  • Flexible Work Schedule & Advancement Opportunities

    • Addressing Common Advisor Pain Points

  • No More Commission Caps : Boost your unlimited earning potential and reap the rewards of your hard work.
  • Extensive Product Portfolio : Offer a broad suite of solutions to fit every client’s needs—no more “one-size-fits-all” constraints.
  • Brand & Marketing Support : Leverage our Fortune 500 backing for credibility and in-house marketing resources for lead generation.
  • Collaboration & Mentorship : Grow alongside experienced advisors and benefit from a culture of joint work and shared success.
  • Work-Life Balance : Enjoy the freedom to build your schedule around your clients and personal life.

    • About Strategic Financial Concepts

    Founded on the belief that “our goal is your success,” SFC provides comprehensive financial strategies —from insurance and investments to retirement and estate planning . We take pride in delivering personalized service to each client and supporting our advisors with the best tools , training , and resources in the industry.

    If you’re ready to transform your career , make a tangible impact on clients’ financial well-being, and take control of your income , we want to hear from you.

    Apply today to become part of the SFC family and start building a future that’s both financially and personally rewarding!

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    Financial Advisor • Bixby, OK, US