What are the responsibilities and job description for the Entry-Level Financial Advisor position at Wisepath Financial Group?
Entry-Level Financial Advisor – Remote / Hybrid
Wisepath Financial Group
Ready to turn ambition into a rewarding advisory career?
Strategic Financial Concepts – Your success starts here.
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Wisepath Financial Group
- DBA Strategic Financial Concepts (SFC)
- 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
- 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)
- 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)
- 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
Ready to turn ambition into a rewarding advisory career?
Strategic Financial Concepts – Your success starts here.
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