Entry-Level Financial AdvisorWisepath Financial Group • Fort Collins, CO, US
Entry-Level Financial Advisor
Wisepath Financial Group • Fort Collins, CO, US
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- [job_card.full_time]
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[job_card.job_description]1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools. High energy, clear communicator, metrics-driven, eager to learn the advisory profession. Life & Health license preferred—or 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 chairman’s 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. 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. Powered by JazzHR
Entry-Level Financial Advisor – Remote / Hybrid 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 You’ll 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 You’ll Bring Education :
- Bachelor’s in Business, Marketing, or similar (or equivalent experience).
Experience :
Skills :
Licensing :
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EntryLevel Financial Advisor • Fort Collins, CO, US
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