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Entry-Level Financial Advisor
Entry-Level Financial AdvisorWisepath Financial Group • Broomfield, CO, United States
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Wisepath Financial Group • Broomfield, CO, United States
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Join to apply for the Entry-Level Financial Advisor role at Wisepath Financial Group

  • DBA Strategic Financial Concepts (SFC)

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 Youll 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 Youll Bring

  • Education : Bachelors 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 preferredor 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 chairmans 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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    Seniority level

    Seniority level

    Entry level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Finance and Sales

    Industries

    Internet Publishing

    Referrals increase your chances of interviewing at Wisepath Financial Group by 2x

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