Talent.com
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Wisepath GroupWestminster, CO, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
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.
  • Powered by JazzHR
  • Create a job alert for this search

    Financial Advisor • Westminster, CO, US

    Related jobs
    • Promoted
    Finance Associate - AmLaw Firm

    Finance Associate - AmLaw Firm

    LHHDenver, CO, US
    Full-time
    LHH is assisting a top 100 AmLaw firm in their search for a Finance Associate to work with corporate clients and emerging companies on various financing transactions from the borrower and the lende...Show moreLast updated: 2 days ago
    • Promoted
    Personal Banker - Denver

    Personal Banker - Denver

    PNCDenver, CO, US
    Full-time
    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 moreLast updated: 30+ days ago
    • Promoted
    Personal Banker - Denver Central Park

    Personal Banker - Denver Central Park

    PNCDenver, CO, 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 moreLast updated: 30+ days ago
    • Promoted
    Financial Counselor

    Financial Counselor

    Universal Health ServicesBoulder, CO, US
    Full-time
    Financial Counselor Position At Centennial Peaks Hospital.Centennial Peaks Hospital has been providing psychiatric services to the Denver-metro area for more than 30 years.Located in beautiful Loui...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Finance

    Finance

    BridgeBoulder, CO, United States
    Full-time
    Bridge radically simplifies accepting insurance for virtual care clinics, enabling them to offer patients insurance-covered care within a matter of weeks. By utilizing Bridge, virtual care clinics c...Show moreLast updated: 15 hours ago
    • Promoted
    High Yield Credit Junior Trader

    High Yield Credit Junior Trader

    Artisan PartnersDenver, CO, US
    Full-time
    High Yield Credit Junior Trader.This role is a vital member of the team responsible for supporting the High Yield Credit Trader in the U. European high yield and bank loan market.This is a fast-pace...Show moreLast updated: 7 days ago
    • Promoted
    Personal Banker

    Personal Banker

    PNCDenver, CO, 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 moreLast updated: 30+ days ago
    • Promoted
    Personal Banker - Westwoods

    Personal Banker - Westwoods

    PNCArvada, CO, 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 moreLast updated: 4 days ago
    • Promoted
    Personal Banker

    Personal Banker

    Commerce BankDenver, CO, US
    Full-time
    Building a career here at Commerce Bank is more than just steps on a ladder.It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their ...Show moreLast updated: 30+ days ago
    • Promoted
    Personal Banker - 98th & Grant

    Personal Banker - 98th & Grant

    PNCDenver, CO, 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 moreLast updated: 7 days ago
    • Promoted
    Personal Banker

    Personal Banker

    KeyCorpLittleton, CO, US
    Full-time
    Job Summary : Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Business Banker-Denver

    Senior Business Banker-Denver

    Capital OneDenver, CO, US
    Full-time +1
    The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue stre...Show moreLast updated: 30+ days ago
    • Promoted
    Personal Banker

    Personal Banker

    Elevations Credit UnionBoulder, CO, US
    Full-time
    When joining Elevations, you can expect to work for a company with : .A leadership team that strives to make this the best place you've ever worked!. A focus on supporting our employees' mental, physi...Show moreLast updated: 30+ days ago
    • Promoted
    Business Banker

    Business Banker

    BOK FinancialDenver, CO, US
    Full-time
    You're a counselor, connector, relationship maker, and builder.You have a passion for growing new business.You enjoy making a positive impact on the communities we serve. If you want to make a diffe...Show moreLast updated: 7 days ago
    • Promoted
    Personal Banker - Highlands Ranch

    Personal Banker - Highlands Ranch

    PNCLittleton, CO, 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 moreLast updated: 30+ days ago
    • Promoted
    Personal Banker - Smoky Hill

    Personal Banker - Smoky Hill

    PNCEnglewood, CO, 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 moreLast updated: 20 days ago
    • Promoted
    Personal Banker - 38th & Kipling

    Personal Banker - 38th & Kipling

    PNCWheat Ridge, CO, 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 moreLast updated: 30+ days ago
    • Promoted
    Senior Staff Accountant

    Senior Staff Accountant

    Heather Gardens AssociationAurora, CO, US
    Full-time
    The Senior Staff Accountant plays a key role in maintaining accurate financial records and supporting the financial health of the Association. Essential Duties and Responsibilitie.Assists with the m...Show moreLast updated: 4 days ago
    • Promoted
    Personal Banker I

    Personal Banker I

    UMBAurora, CO, US
    Full-time
    Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to ident...Show moreLast updated: 25 days ago
    • Promoted
    Personal Banker - Cherry Creek

    Personal Banker - Cherry Creek

    PNCDenver, CO, 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 moreLast updated: 30+ days ago