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Wisepath Financial Group
Financial AdvisorWisepath Financial Group • Erie, CO, United States
No longer accepting applications
Financial Advisor

Financial Advisor

Wisepath Financial Group • Erie, CO, United States
30+ days ago
Job type
  • Full-time
Job description

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

Flexible / Hybrid

Why Advisors Choose Strategic Financial Concepts

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 tripsno 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 servicesor 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.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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Financial Advisor • Erie, CO, United States

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