Entry-Level Financial Advisor

Remote
Full Time
Entry Level

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.

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