Entry-Level Financial AdvisorWisepath Financial Group • Lafayette, CO, United States
No longer accepting applications
Entry-Level Financial Advisor
Wisepath Financial Group • Lafayette, CO, United States
30+ days ago
Job type
- Full-time
Job descriptionGenerate & 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) Education : Bachelors 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 preferredor commitment to obtain quickly (firm-sponsored) Compensation & Benefits W-2 with 7.5 % FICA 401(k) with 6 % match Medical, dental, vision, life & disability coverage National recognition programs and chairmans 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
Join to apply for the Entry-Level Financial Advisor role at Wisepath 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 Youll Do
What Youll Bring
We Provide
Your Next Step
Ready to turn ambition into a rewarding advisory career?
Wisepath Financial Group is an Equal Opportunity Employer.
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Financial Advisor • Lafayette, CO, United States
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