Talent.com
FINANCIAL ADVISOR (ENTRY-LEVEL)
FINANCIAL ADVISOR (ENTRY-LEVEL)Wisepath Financial Group • Colorado Springs, CO, United States
FINANCIAL ADVISOR (ENTRY-LEVEL)

FINANCIAL ADVISOR (ENTRY-LEVEL)

Wisepath Financial Group • Colorado Springs, CO, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Financial Advisor (Entry-Level)

Location: Remote / Hybrid, United States

Job Type: Full-Time

Salary: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses)

About The Role

We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales.

This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention.

Responsibilities

  • Prospect new clients through networking, referrals, and business development
  • Conduct financial needs analysis and fact-finding interviews
  • Educate clients on retirement planning, life insurance, disability insurance, and investment options
  • Support portfolio implementation including mutual funds and insurance products
  • Maintain client relationship management (CRM) records
  • Ensure regulatory compliance and documentation standards
  • Participate in licensing preparation and professional development
  • Deliver ongoing client service and relationship management

Required Qualifications

  • High school diploma or equivalent
  • Ability to obtain Life and Health Insurance license
  • Strong communication and consultative sales skills
  • Comfortable with prospecting, lead generation, and client acquisition
  • Basic proficiency with CRM software and Microsoft Office

Preferred Qualifications

  • Bachelor's degree in Finance, Business Administration, Economics, or Marketing
  • 1+ year of experience in sales, banking, insurance, financial services, or customer service
  • Active Life and Health Insurance license
  • Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66
  • Interest in Certified Financial Planner (CFP) track

Benefits

  • W-2 employment status
  • Commission-based compensation with residual income
  • Performance bonuses and production incentives
  • 401(k) with company match
  • Medical, dental, vision, life, and disability insurance
  • Licensing sponsorship (if applicable)
  • Structured mentorship and financial advisor training program
  • Flexible scheduling

About The Company

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support.

Equal Opportunity Employer Statement

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

[job_alerts.create_a_job]

FINANCIAL ADVISOR (ENTRY-LEVEL) • Colorado Springs, CO, United States

[internal_linking.similar_jobs]

Financial Advisor

Northwestern Mutual Life Insurance CompanyColorado Springs, CO, United States
[job_card.full_time]

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...[internal_linking.show_more]

 • [job_card.promoted]

Business Development Manager

Slice Merchant ServicesThe Pinery, CO, US
[job_card.full_time]

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions...[internal_linking.show_more]

 • [job_card.promoted]

J.P. Morgan Wealth Management Private Client Advisor - Colorado Springs, CO (Austin Bluffs)

JPMorgan ChaseColorado Springs, CO, United States
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]

 • [job_card.promoted]

Complete Online Surveys For Cash (Up to $25/per)

Earn HausFort Carson, CO, US
[job_card.full_time] +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se...[internal_linking.show_more]

 • [job_card.promoted]

Actuary

USAAColorado Springs, CO, US
[job_card.full_time]

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice.We seek to be the #1 choice for the military...[internal_linking.show_more]

 • [job_card.promoted]

J.P. Morgan Wealth Management Private Client Advisor - Colorado Springs, CO (Austin Bluffs)

ChaseColorado Springs, CO, United States
[job_card.full_time]

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[internal_linking.show_more]

 • [job_card.promoted]

Make money your way. Deliver with Uber!

Uber eatsElizabeth, CO, US
[job_card.full_time] +1

Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...[internal_linking.show_more]

 • [job_card.promoted]

FINANCIAL ADVISOR (ENTRY-LEVEL)

Career Headhunter LLCColorado Springs, CO, US
[job_card.full_time]
[filters_job_card.quick_apply]

FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER .WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE LOCATION:.Remote / Hybrid, United States JOB TYPE: Full-Time SALARY: $60,000...[internal_linking.show_more]

Director of Finance

Fountain-Fort Carson School District #8Fountain, CO, United States
[job_card.full_time]

Position: Director of Finance Starting Date: 07/01/2026 Salary: $138,059 - $205,000 (2025-2026 salary schedule - Director) - placement is dependent upon education and experience - 261 day contract ...[internal_linking.show_more]

 • [job_card.promoted]

Physical Therapy Assistant

BestJobsOnlineElbert, CO, United States
[job_card.full_time]

Urgently Hiring for Physical Therapy Assistant Roles in Elbert, CO.[internal_linking.show_more]

 • [job_card.promoted]

FINANCIAL ADVISOR (ENTRY-LEVEL)

Wisepath Financial GroupColorado Springs, CO, United States
[job_card.full_time]

Financial Advisor (Entry-Level).Location: Remote / Hybrid, United States.Salary: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses).We are hiring...[internal_linking.show_more]

 • [job_card.promoted]

Financial Advisor

Northwestern MutualColorado Springs, CO, United States
[job_card.full_time]

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go...[internal_linking.show_more]

 • [job_card.promoted]

Work from Home - Online Product Support (Entry Level)

GLOCPAElbert, Texas
[filters.remote]
[job_card.part_time] +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet...[internal_linking.show_more]

 • [job_card.promoted]

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Colorado Springs, CO

Bank of AmericaColorado Springs, CO, United States
[job_card.full_time]

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.Merrill Wealth Management is one...[internal_linking.show_more]

 • [job_card.promoted]

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR

Career Headhunter LLCColorado Springs, CO, US
[job_card.full_time]
[filters_job_card.quick_apply]

FINANCIAL ADVISOR – WEALTH MANAGEMENT ADVISOR .INVESTMENT ADVISOR REPRESENTATIVE | RETIREMENT PLANNING SPECIALIST LOCATION:.Remote / Hybrid, United States JOB TYPE: Full-Time SALARY: $90,000 - $250...[internal_linking.show_more]

Remote Job $790/wk - Hiring Focus Group Panelists

MaxionThe Pinery, CO, US
[filters.remote]
[job_card.full_time] +2

Want to make extra money on YOUR schedule? Join our exclusive list of research study participants and .Perfect for anyone seeking remote, part-time, or temporary work, these opportunities require ....[internal_linking.show_more]

 • [job_card.promoted]

Occupational Therapist

Bear Creek Senior LivingElbert, Colorado, US
[job_card.full_time]

We are seeking a Full-Time SNF Occupational Therapist to join our team at Bear Creek Senior Living in Colorado Springs, CO.The information below covers the role requirements, expected candidate exp...[internal_linking.show_more]

 • [job_card.promoted]

CDL-A Lease Driver – Up to $130,000 annual take home

TrekkerElbert, Colorado, United States
[job_card.full_time]

TrekkerNation where you're treated as a business partner! We know drivers are the backbone of the business.That’s why we offer more than just miles — we offer transparency, respect, stability, and ...[internal_linking.show_more]