Entry-Level Financial Advisor

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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