Job Description
Job Description
Entry-Level Financial Advisor – Remote / Hybrid
Wisepath Financial Group • DBA Strategic Financial Concepts (SFC)
Launch Your Career with Fortune-500-Level Support
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Uncapped Earnings – Base draw plus commission, residual income, and performance bonuses.
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Big-Firm Resources – National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
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Mentorship & Training – Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
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Flexibility & Autonomy – Remote or hybrid schedule that supports work-life balance.
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Comprehensive Benefits – 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.
What You’ll Do
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Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit.
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Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors.
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Support Clients – Address questions, surface needs, and introduce insurance and investment solutions.
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Joint Work & Learning – Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
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Expand Our Reach – Cultivate channel partners (business owners, associations, community groups).
What You’ll Bring
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Education: Bachelor’s in Business, Marketing, or similar (or equivalent experience).
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Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
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Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
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Licensing: Life & Health license preferred—or commitment to obtain quickly (firm-sponsored).
We Provide
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Compensation & Benefits
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W-2 with 7.5 % FICA
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401(k) with 6 % match
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Medical, dental, vision, life & disability coverage
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National recognition programs and chairman’s trips
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Career Launch Package
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Licensing fees and study materials paid
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Structured 90-day ramp with dedicated mentor
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Marketing leads, digital tools, and administrative support
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Clear pathway to Senior Advisor, Recruiting, or Leadership tracks
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Your Next Step
Ready to turn ambition into a rewarding advisory career?
Strategic Financial Concepts – Your success starts here.
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