Talent.com
Entry-Level Financial Advisor
Entry-Level Financial AdvisorWisepath Group • Washington, DC, United States
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Wisepath Group • Washington, DC, United States
2 days ago
Job type
  • Full-time
Job description

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

  • 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?

    OneLegacy Financial Group – Your success starts here.

    Create a job alert for this search

    Financial Advisor • Washington, DC, United States

    Related jobs
    Entry-Level Financial Analyst

    Entry-Level Financial Analyst

    TalentBridge • Columbia, MD, United States
    Full-time
    We are looking for a highly motivated and detail-oriented Entry-Level Financial Analyst to join our Securities Administration team. In this role, you will play a key part in supporting daily financi...Show more
    Last updated: 16 days ago • Promoted
    Senior Financial Consultant (Clarksville)

    Senior Financial Consultant (Clarksville)

    Atlantic Union Bank • Clarksville, MD, United States
    Full-time
    This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consult...Show more
    Last updated: 30+ days ago • Promoted
    Senior Analyst, Financial Planning and Analysis

    Senior Analyst, Financial Planning and Analysis

    Shimadzu Scientific Instruments • Columbia, MD, United States
    Full-time
    Senior Analyst, Financial Planning and Analysis.Established in 1975, Shimadzu Scientific Instruments is one of the largest suppliers of analytical instrumentation, physical testing, and environment...Show more
    Last updated: 30+ days ago • Promoted
    Entry-Level Financial Advisor

    Entry-Level Financial Advisor

    Wisepath Group • Washington, DC, US
    Full-time
    Quick Apply
    Entry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial Group Launch Your Career with Fortune-500-Level Support Uncapped Earnings – Base draw plus commissio...Show more
    Last updated: 30+ days ago
    Travel X-Ray Tech - $2,143 to $2,343 per week in Columbia, MD

    Travel X-Ray Tech - $2,143 to $2,343 per week in Columbia, MD

    AlliedTravelNetwork • Columbia, MD, US
    Full-time
    AlliedTravelNetwork is working with Titan Medical Group to find a qualified X-Ray Tech in Columbia, Maryland, 21044!.ARRT(R) / BCLS / BLS - American Heart Association. While the availability of medical ...Show more
    Last updated: 7 days ago • Promoted
    Financial Manager - AI Trainer ($150 per hour)

    Financial Manager - AI Trainer ($150 per hour)

    Mercor • Alexandria, Virginia, US
    Remote
    Full-time
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...Show more
    Last updated: 12 hours ago • Promoted • New!
    AI Trainer -Remote Writing Evaluator

    AI Trainer -Remote Writing Evaluator

    Outlier • Columbia, MD, United States
    Remote
    Full-time
    Earn up to $15 / hour + performance bonuses.Outlier, a platform owned and operated by Scale AI, is looking for.If you're passionate about improving models and excited by the future of AI, this is you...Show more
    Last updated: 1 day ago • Promoted
    Financial Advisor

    Financial Advisor

    First Command Financial Services • District Heights, MD, United States
    Full-time
    Financial Advisor Careers at First Command : .Shaping Positive Financial Behaviors since 1958.First Command Financial Advisors coach military families in their pursuit of financial security.Our reput...Show more
    Last updated: 3 days ago • Promoted
    Bookkeeper (Remote Position – Entry-Level or Experienced)

    Bookkeeper (Remote Position – Entry-Level or Experienced)

    GOLD GATE • Alexandria, Virginia
    Remote
    Full-time +1
    Quick Apply
    Bookkeeper (Remote Position – Entry-Level or Experienced).Part-Time : $20–$28 per hour.Full-Time : $25–$35 per hour.We are seeking a reliable and detail-oriented Remote Bookkeeper t...Show more
    Last updated: 2 days ago • Promoted
    Entry Level Financial Analyst

    Entry Level Financial Analyst

    Aston Carter • Columbia, MD, United States
    Full-time
    Job Title : Entry Level Financial Analyst.Join our Securities Administration Services group where you will be responsible for processing complex transactions and reconcilements related to loan or se...Show more
    Last updated: 30+ days ago • Promoted
    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Finance Buzz • Woodstock, Maryland, US
    Remote
    Temporary
    Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.Thi...Show more
    Last updated: 30+ days ago • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Alexandria, Virginia
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 22 days ago • Promoted
    Financial Advisor - PNC Wealth Management

    Financial Advisor - PNC Wealth Management

    PNC Financial Services Group • Washington, DC, US
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 30+ days ago • Promoted
    Travel Occupational Therapist (OT) - $1,969 per week in Salisbury, MD

    Travel Occupational Therapist (OT) - $1,969 per week in Salisbury, MD

    AlliedTravelCareers • Columbia, Maryland, US
    Full-time
    AlliedTravelCareers is working with AHS Staffing to find a qualified Occupational Therapist (OT) in Salisbury, Maryland, 21804!. AHS Staffing is looking for a Acute Inpatient Occupational Therapist ...Show more
    Last updated: 30+ days ago • Promoted
    Remote Financial Representative- Entry Level

    Remote Financial Representative- Entry Level

    Unlock Potential 360 • Arlington, VA, us
    Remote
    Full-time +2
    Quick Apply
    LifePro Recruitment is hiring entry-level sales professionals who want to start or grow their careers in remote sales.We have qualified leads and step-by-step training to help you succeed in a perf...Show more
    Last updated: 9 days ago
    Travel Occupational Therapist (OT) - $1,794 per week in Glen Burnie, MD

    Travel Occupational Therapist (OT) - $1,794 per week in Glen Burnie, MD

    Triage Staffing LLC • Columbia, Maryland, US
    Full-time
    Travel Rehab : Occupational Therapy Glen Burnie.Shift Details : 8H Days (8 : 00 AM-4 : 00 PM).Length : 13 WEEKS 13 weeks. Apply for specific facility details.Show more
    Last updated: 20 days ago • Promoted
    Business Value Advisor REMOTE

    Business Value Advisor REMOTE

    Cisco Systems, Inc. • Arlington, VA, United States
    Remote
    Full-time
    Splunk, a Cisco company, is building a safer and more resilient digital world with an end-to-end full stack platform made for a hybrid, multi-cloud world. Leading enterprises use our unified securit...Show more
    Last updated: 15 days ago • Promoted
    Remote Entry-Level Currency Trader

    Remote Entry-Level Currency Trader

    Maverick Currencies • Arlington, VA
    Remote
    Full-time +1
    Top-ranked proprietary trading firm, Maverick Currencies, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online c...Show more
    Last updated: 30+ days ago • Promoted