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Entry-Level Financial Advisor
Entry-Level Financial AdvisorWisepath Financial Group • Boulder, CO, US
Entry-Level Financial Advisor

Entry-Level Financial Advisor

Wisepath Financial Group • Boulder, CO, US
[job_card.1_day_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

divh2Entry-Level Financial Advisor Remote / Hybrid / h2pLaunch Your Career with Fortune-500-Level Support / ppUncapped Earnings Base draw plus commission, residual income, and performance bonuses. / ppBig-Firm Resources National brand, marketing engine, proprietary planning tech, and licensing sponsorship. / ppMentorship Training Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice. / ppFlexibility Autonomy Remote or hybrid schedule that supports work-life balance. / ppComprehensive Benefits 401(k) match, medical, dental, vision, life / disability insurance, and incentive trips. / ppWhat Youll Do / ppGenerate Qualify Leads Prospect by phone, email, social media, and networking events; screen for fit. / ppBuild Relationships Nurture prospects, request referrals, and coordinate meetings with senior advisors. / ppSupport Clients Address questions, surface needs, and introduce insurance and investment solutions. / ppJoint Work Learning Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool. / ppExpand Our Reach Cultivate channel partners (business owners, associations, community groups). / ppWhat Youll Bring / ppEducation : Bachelors in Business, Marketing, or similar (or equivalent experience). / ppExperience : 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools. / ppSkills : High energy, clear communicator, metrics-driven, eager to learn the advisory profession. / ppLicensing : Life Health license preferredor commitment to obtain quickly (firm-sponsored). / ppWe Provide / ppCompensation Benefits / ppW-2 with 7.5 % FICA / pp401(k) with 6 % match / ppMedical, dental, vision, life disability coverage / ppNational recognition programs and chairmans trips / ppCareer Launch Package / ppLicensing fees and study materials paid / ppStructured 90-day ramp with dedicated mentor / ppMarketing leads, digital tools, and administrative support / ppClear pathway to Senior Advisor, Recruiting, or Leadership tracks / ppReady to turn ambition into a rewarding advisory career? / ppStrategic Financial Concepts Your success starts here. / ppCareer Headhunter is 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. / p / div

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EntryLevel Financial Advisor • Boulder, CO, US

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