Talent.com
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Wisepath GroupLafayette, 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 • Lafayette, CO, US

    Related jobs
    • Promoted
    Entry Level Sales Representative

    Entry Level Sales Representative

    American Income LifeWheat Ridge, CO, US
    Full-time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Entry-Level Currency Trader

    Remote Entry-Level Currency Trader

    Maverick CurrenciesBoulder, CO
    Remote
    Part-time
    Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades. We are looking for motivated traders eager to grow, lear...Show moreLast updated: 15 days ago
    • Promoted
    Entry Level Equity Trader

    Entry Level Equity Trader

    Maverick TradingAurora, CO, USA
    Part-time
    Entry Level Equity Trader Job at Maverick Trading.Maverick Trading, a 26-year old Entry Level Equity firm is looking to hire experienced and entry-level equity and equity and option traders.We are ...Show moreLast updated: 15 days ago
    • Promoted
    Entry-Level Real Estate Agent with Training Program

    Entry-Level Real Estate Agent with Training Program

    NetWorth Realty USADenver, CO, US
    Full-time
    Launch Your Real Estate Career Entry Level Agent (Commission Only).Looking for a career where your drive and ambition directly determine your success? We're a national real estate company with 29 ...Show moreLast updated: 7 days ago
    Entry Level Business Development

    Entry Level Business Development

    Price SolutionsAurora, CO, US
    Full-time
    Quick Apply
    Our firm is seeking a motivated individual who desires a professional, yet fun and energetic work environment!.As we expand our retail division, the objective of this role is to extend outreach for...Show moreLast updated: 30+ days ago
    Entry Level Sales

    Entry Level Sales

    AO Globe LifeDenver, CO, US
    Full-time
    Quick Apply
    With consistent growth year over year, we’re looking to add more talented individuals to our rapidly growing company.This career allows you to determine your own income, grow at the rate you ...Show moreLast updated: 30+ days ago
    • Promoted
    Entry Level Financial Analyst

    Entry Level Financial Analyst

    VirtualVocationsDenver, Colorado, United States
    Full-time
    A company is looking for an Entry Level Financial Analyst.Key Responsibilities Provide client support through Autodesk functionality Add new data to various databases within the organization En...Show moreLast updated: 30+ days ago
    • Promoted
    Entry Level Sales Representative

    Entry Level Sales Representative

    PRQ ExteriorsDenver, CO, US
    Full-time
    At PRQ Exteriors, we’re not just another roofing company—we’re advocates for homeowners.Our mission is to guide clients through the often confusing process of storm damage repairs...Show moreLast updated: 5 days ago
    Financial Advisor

    Financial Advisor

    Wisepath GroupLafayette, CO, US
    Full-time
    Quick Apply
    Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources Wisepath Financial Group , DBA Strategic Financial Concepts (SFC) • Flexible / Hybrid Why Advisors Cho...Show moreLast updated: 30+ days ago
    Entry Level-WFH-Sales Agent

    Entry Level-WFH-Sales Agent

    Berlin Agencydenver, CO, US
    Remote
    Full-time
    Quick Apply
    Are you looking for more than just a job—something that gives you purpose, flexibility, and real earning potential ?.If you love helping people and want to build a meaningful career with no i...Show moreLast updated: 30+ days ago
    Life insurance Agent - Entry Level

    Life insurance Agent - Entry Level

    Enriquez Inc.Denver, CO, US
    Full-time
    Quick Apply
    Life insurance Agent We are seeking motivated individuals!.We are a leading financial services firm dedicated to providing exceptional support and solutions to our clients.Our team is passionate ab...Show moreLast updated: 30+ days ago
    • Promoted
    Entry Level Manager

    Entry Level Manager

    Price SolutionsGreeley, CO, US
    Full-time
    Price Solutions specializes in the development of cutting-edge marketing campaigns, allowing us to safely generate revenue and extend company outreach for our top industry leading clients.We are lo...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationAurora, Colorado
    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 q...Show moreLast updated: 27 days ago
    • Promoted
    CS / Sales Agent - Entry Level & REMOTE, work by Appointments

    CS / Sales Agent - Entry Level & REMOTE, work by Appointments

    Global EliteDenver, CO, US
    Remote
    Full-time
    CS / Sales Agent - Entry Level & Remote, Work By Appointments.With consistent growth year over year, we're looking to add more talented individuals to our rapidly growing company.This career allows y...Show moreLast updated: 30+ days ago
    Entry Level Marketing

    Entry Level Marketing

    Price SolutionsCentennial, CO, US
    Full-time
    Quick Apply
    This entry level role allows both hands-on experience and classroom training from our nationally recognized management team. Trainees are to represent our company with professionalism and practice h...Show moreLast updated: 30+ days ago
    Entry Level Sales Position

    Entry Level Sales Position

    Berlin AgencyDenver, CO, US
    Full-time +1
    Quick Apply
    The Berlin Agency is a leading financial services agency specializing in protection coverages, retirement solutions, college savings strategies, and life insurance options.We are dedicated to provi...Show moreLast updated: 30+ days ago
    Entry-Level Remote Sales Representative – (Full Training Provided)

    Entry-Level Remote Sales Representative – (Full Training Provided)

    Lifepro RecruitementBoulder, CO, us
    Remote
    Full-time
    Quick Apply
    LifePro Recruitment, is expanding nationwide and looking for motivated individuals to join our growing team of remote sales professionals. Whether you’re new to sales or already licensed, we provide...Show moreLast updated: 2 days ago
    Entry Level Sales Representatives - Remote

    Entry Level Sales Representatives - Remote

    The Semler AgencyDenver, CO, US
    Remote
    Full-time +1
    Quick Apply
    The Hoffmann Agency, a partner of Symmetry Financial Group, is looking for driven sales representatives to become a part of our team and help in protecting families across the nation with various f...Show moreLast updated: 30+ days ago
    Entry-Level Financial Advisor

    Entry-Level Financial Advisor

    Wisepath GroupGreeley, CO, US
    Full-time
    Quick Apply
    Entry-Level Financial Advisor – Remote / Hybrid Wisepath Financial Group • DBA Strategic Financial Concepts (SFC) Launch Your Career with Fortune-500-Level Support Uncapped Earnings ...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Advisor

    Financial Advisor

    Edward JonesWestminster, CO, US
    Full-time
    Show moreLast updated: 30+ days ago