Wisepath Financial Group
Wisepath Financial Group is a financial services company dedicated to guiding clients through the complexities of financial planning. They offer a wide range of services including estate strategies, retirement preparation, insurance and annuity reviews, and wealth building strategies. The team at Wisepath aims to understand clients' goals and dreams, committing to their success with objectivity and professionalism.
Entry Level Financial Advisor
2 days ago
⛰️ Colorado – Remote
🌪️ Kansas – Remote
+4 more states
⏰ Full Time
⚪️ Entry-level
💸 Financial Planning and Analysis
Wisepath Financial Group
Wisepath Financial Group is a financial services company dedicated to guiding clients through the complexities of financial planning. They offer a wide range of services including estate strategies, retirement preparation, insurance and annuity reviews, and wealth building strategies. The team at Wisepath aims to understand clients' goals and dreams, committing to their success with objectivity and professionalism.
📋 Description
• Are you a driven, high-energy individual looking to jumpstart your career in the financial services industry? • Wisepath Financial Group DBA - Strategic Financial Concepts (SFC) is seeking an Entry-Level Financial Advisor to join our rapidly growing team. • Backed by a Fortune 500-level infrastructure, we equip you with the resources, mentorship, and flexibility needed to thrive in a performance-based environment. • Join SFC as an Entry-Level Financial Advisor and start building a fulfilling career defined by professional growth, meaningful client relationships, and unlimited earning potential.
🎯 Requirements
• Education: BS in Marketing, Business Administration, or related field (preferred). • Experience & Skills: 1+ year of sales or finance experience (preferred). • Hands-on familiarity with CRM software and MS Excel. • Comfortable with cold calling and other prospecting techniques. • Strong communication skills and an understanding of sales performance metrics. • Licensing: Life & Health Insurance Licenses (preferred, or willingness to obtain).
🏖️ Benefits
• Unlimited Earning Potential with commission, residual income, and bonus structures. • Financial Assistance for new advisors (licensing sponsorship, designations). • W-2 with 7.5% FICA. • 401(k) with 6% Match. • Health, Dental, Vision, and Life/Disability Insurance. • National Recognition Programs (business conferences, Chairman’s trips). • Marketing & Sales Support plus ongoing mentorship from seasoned advisors. • Flexible Work Schedule and advancement opportunities. • Access to a Proprietary, Economic-Based Financial Planning Tool.
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