Financial Advisor

Job Description

Job Description

Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources

Wisepath Financial Group, DBA Strategic Financial Concepts (SFC)

• Flexible / Hybrid

Why Advisors Choose SFC

Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships.

Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside.

Holistic Planning Platform – Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool.

Work Your Way – Set your own schedule, choose your preferred products, and craft the client experience you envision.

Collaborative Culture – Joint work, mentorship, and continual professional development fuel faster growth.

What You’ll Do

Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners.

Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies.

Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve.

Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture.

Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide.

What You’ll Need

Licenses : Series 7 or 6, plus 63 / 65 or 66, and Life & Health (or a plan to obtain).

Experience : Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel.

Mind-Set : Entrepreneurial, client-focused, and comfortable in a commission / fee-based model.

Education : Bachelor’s degree or equivalent professional experience.

What We Provide

Compensation & Benefits

W-2 status with 7.5 % FICA

401(k) with 6 % company match

Medical, dental, vision, life & disability insurance

National recognition programs and chairman’s trips

Practice-Building Tools

End-to-end transition support and marketing concierge

CRM, financial planning, and portfolio management tech stack

In-house product specialists and advanced planning team

Freedom & Flexibility

No product quotas or commission caps

Remote, hybrid, or office options to suit your lifestyle

Clear paths to leadership and equity participation for top performers

Apply Today

Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values?

Strategic Financial Concepts – where your success is our strategy.

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