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.
Financial Advisor - Entry Level
Yesterday
⛰️ 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. • Collaborate with Financial Advisors and be the point person for lead flow and handoffs to senior advisors. • Participate in joint work opportunities to develop your industry knowledge and client-service skills. • Network with potential channel partners to expand SFC’s reach.
🎯 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
Apply NowSimilar Jobs
March 24
Internship at GE Vernova in finance management, offering professional growth in an inclusive culture.
March 15
Join Globe Life to assist members with benefits virtually. No experience required, full training provided.
February 14
Looking for mid-level and entry-level candidates to educate client families on benefits. Join Globe Life's expanding team in Utah and surrounding states.
February 14
Join Globe Life in an entry-level financial services position with training and development.
Discover 100,000+ Remote Jobs!
Wall of Love
Frequently asked questions
We use powerful scraping tech to scan the internet for thousands of remote jobs daily. It operates 24/7 and costs us to operate, so we charge for access to keep the site running.
Of course! You can cancel your subscription at any time with no hidden fees or penalties. Once canceled, you’ll still have access until the end of your current billing period.
Other job boards only have jobs from companies that pay to post. This means that you miss out on jobs from companies that don't want to pay. On the other hand, Remote Rocketship scrapes the internet for jobs and doesn't accept payments from companies. This means we have thousands more jobs!
New jobs are constantly being posted. We check each company website every day to ensure we have the most up-to-date job listings.
Yes! We’re always looking to expand our listings and appreciate any suggestions from our community. Just send an email to Lior@remoterocketship.com. I read every request.
Remote Rocketship is a solo project by me, Lior Neu-ner. I built this website for my wife when she was looking for a job! She was having a hard time finding remote jobs, so I decided to build her a tool that would search the internet for her.