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

Entry-Level Financial Advisor

Wisepath Group • Lafayette, CO, US
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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 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 :

  • 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 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.
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