Entry-Level Financial Advisor
2 days ago
Norman
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 8yOjLIZ1I4