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

Entry-Level Financial Advisor

Wisepath Financial Group • Washington, DC, United States
19 hours 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 Youll 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 Youll Bring

  • 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).

    • 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 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

    • Your Next Step

    Ready to turn ambition into a rewarding advisory career? OneLegacy Financial Group Your success starts here.

    Seniority level

    Entry level

    Employment type

    Full?time

    Job function

    Sales, General Business, and Education

    Industries

    Wireless Services, Telecommunications, and Communications Equipment Manufacturing

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    EntryLevel Financial Advisor • Washington, DC, United States

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