Job Description
Job Description
Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources
Wisepath Financial Group, DBA Strategic Financial Concepts (SFC) • Flexible / Hybrid
Why Advisors Choose SFC
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Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships.
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Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside.
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Holistic Planning Platform – Provide goals-based advice across investments, insurance, retirement, and estate planning with our proprietary economic-based planning tool.
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Work Your Way – Set your own schedule, choose your preferred products, and craft the client experience you envision.
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Collaborative Culture – Joint work, mentorship, and continual professional development fuel faster growth.
What You’ll Do
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Acquire & Deepen Relationships – Prospect, network, and build trust with high-potential households and business owners.
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Diagnose & Design – Conduct thorough fact-finding; craft tailored wealth, protection, and retirement strategies.
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Implement & Monitor – Deliver solutions from our open-architecture platform and adjust plans as markets and client goals evolve.
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Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture.
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Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm-wide.
What You’ll Need
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Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).
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Experience: Proven success in financial services—or a strong, metrics-driven sales track record and desire to excel.
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Mind-Set: Entrepreneurial, client-focused, and comfortable in a commission / fee-based model.
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Education: Bachelor’s degree or equivalent professional experience.
What We Provide
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Compensation & Benefits
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W-2 status with 7.5 % FICA
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401(k) with 6 % company match
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Medical, dental, vision, life & disability insurance
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National recognition programs and chairman’s trips
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Practice-Building Tools
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End-to-end transition support and marketing concierge
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CRM, financial planning, and portfolio management tech stack
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In-house product specialists and advanced planning team
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Freedom & Flexibility
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No product quotas or commission caps
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Remote, hybrid, or office options to suit your lifestyle
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Clear paths to leadership and equity participation for top performers
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Apply Today
Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client-first values?
Strategic Financial Concepts – where your success is our strategy.
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