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Entry-Level Financial Advisor
Entry-Level Financial AdvisorWisepath Group • Washington, DC, US
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Wisepath Group • Washington, DC, US
22 days ago
Job type
  • Full-time
Job description

Job Description

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.

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    Financial Advisor • Washington, DC, US