Entry-Level Financial Advisor
1 day ago
Elizabeth
Job DescriptionEntry-Level Financial Advisor – Remote / Hybrid Wisepath • OneLegacy Financial GroupLaunch 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 Powered by JazzHR hhU79E2RyC