What are the responsibilities and job description for the Experienced Financial Advisor position at Wisepath Financial Group?
Wisepath Financial Group DBA Strategic Financial Concepts (SFC)Are you a Financial Advisor seeking greater autonomy, unlimited earning potential, and the chance to provide holistic wealth management solutions backed by a Fortune 500-level infrastructure? Tired of restrictive quotas, capped commissions, and limited product portfolios? Join Strategic Financial Concepts (SFC), where we address common industry pain points by offering robust marketing support, cutting-edge technology, and an environment that values growth and flexibility.Why SFC?
- Fortune 500 Resources & Stability – Leverage big-firm credibility without sacrificing independence.
- Unlimited Earning Potential – Residual income, uncapped commissions, bonuses, and incentives.
- Holistic, Purpose-Driven Approach – Offer comprehensive solutions (insurance, investments, retirement, estate) using our economic-based financial planning tool.
- Flexible Schedule & Autonomy – Control your client relationships and work-life balance.
- Collaborative Culture – Grow through continuous professional development and joint work with seasoned associates.
- Client Acquisition & Relationship Building – Network, prospect, and maintain trust-based client relationships.
- Needs Analysis & Custom Planning – Conduct in-depth fact-gathering to design tailored financial strategies.
- Product & Services Implementation – Offer diverse solutions, including insurance, mutual funds, and more.
- Ongoing Client Support – Adapt plans as clients’ circumstances and market conditions change.
- Compliance & Integrity – Adhere to fiduciary and regulatory standards while upholding SFC’s ethical culture.
- Licenses: Series 7/6, Series 63/66, and Life & Health (preferred).
- Experience: Proven track record in financial services, strong networking abilities, or a keen desire to succeed in this arena.
- Education: BA/BS or equivalent work experience.
- Skills: Exceptional interpersonal, analytical, and client-focused mindset.
- W-2 with 7.5% FICA
- 401(k) with 6% Match
- Health, Dental, Vision, Life/Disability Insurance
- National Recognition Programs & Chairman’s Trips
- Flexible Work Schedule & Advancement Opportunities
- No More Commission Caps: Boost your unlimited earning potential and reap the rewards of your hard work.
- Extensive Product Portfolio: Offer a broad suite of solutions to fit every client’s needs—no more “one-size-fits-all” constraints.
- Brand & Marketing Support: Leverage our Fortune 500 backing for credibility and in-house marketing resources for lead generation.
- Collaboration & Mentorship: Grow alongside experienced advisors and benefit from a culture of joint work and shared success.
- Work-Life Balance: Enjoy the freedom to build your schedule around your clients and personal life.
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