What are the responsibilities and job description for the Entry Level Financial Advisor position at Wisepath Financial Group?
This is a remote/hybrid roleAre you a driven, high-energy individual looking to jumpstart your career in the financial services industry? Wisepath Financial Group DBA - Strategic Financial Concepts (SFC) is seeking an Entry-Level Financial Advisor to join our rapidly growing team. Backed by a Fortune 500-level infrastructure, we equip you with the resources, mentorship, and flexibility needed to thrive in a performance-based environment.Why Join SFC?
- Unlimited Earning Potential– Enjoy residual income, additional bonuses, and incentives.
- Fortune 500 Support– Leverage big-firm credibility, brand recognition, and robust marketing tools.
- Collaboration & Mentorship– Work alongside experienced advisors, receive hands-on training, and accelerate your growth.
- Flexibility & Autonomy– Build your own schedule and maintain work-life balance.
- Comprehensive Benefits– Health, dental, vision, and life/disability insurance; 401(k) with matching; national recognition programs; and more.
- Lead Generation & Qualification
- Prospect new sales leads via calls, emails, and networking.
- Engage potential clients, qualifying them for further financial discussions.
- Relationship Building
- Stay in contact with existing prospects to foster trust and brand awareness.
- Request referrals and follow up on qualified leads in coordination with senior advisors.
- Client Support & Education
- Respond to client inquiries, identify needs, and suggest potential solutions or services.
- Coordinate in-person meetings or calls between new clients and Financial Advisors.
- Collaborate with Financial Advisors
- Be the point person for lead flow and handoffs to senior advisors.
- Participate in joint work opportunities to develop your industry knowledge and client-service skills.
- Channel Partner Outreach
- Network with potential channel partners—businesses, associations, and community organizations—to expand SFC’s reach.
- Education:
- BS in Marketing, Business Administration, or related field (preferred)
- Experience & Skills:
- 1 year of sales or finance experience (preferred)
- Hands-on familiarity with CRM software and MS Excel
- Comfortable with cold calling and other prospecting techniques
- Strong communication skills and an understanding of sales performance metrics
- Licensing:
- Life & Health Insurance Licenses (preferred, or willingness to obtain)
- Unlimited Earning Potential with commission, residual income, and bonus structures
- Financial Assistance for new advisors (licensing sponsorship, designations)
- W-2 with 7.5% FICA
- 401(k) with 6% Match
- Health, Dental, Vision, and Life/Disability Insurance
- National Recognition Programs (business conferences, Chairman’s trips)
- Marketing & Sales Support plus ongoing mentorship from seasoned advisors
- Flexible Work Schedule and advancement opportunities
- Access to a Proprietary, Economic-Based Financial Planning Tool
Powered by JazzHR
vO0jDB9Kp8
