What are the responsibilities and job description for the Experienced Financial Advisor position at Wisepath Financial Group?
This is a remote/hybrid role
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?
Founded on the belief that “our goal is your success,” SFC provides comprehensive financial strategies—from insurance and investments to retirement and estate planning. We take pride in delivering personalized service to each client and supporting our advisors with the best tools, training, and resources in the industry.
If you’re ready to transform your career, make a tangible impact on clients’ financial well-being, and take control of your income, we want to hear from you.
Apply today to become part of the SFC family and start building a future that’s both financially and personally rewarding!
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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
Founded on the belief that “our goal is your success,” SFC provides comprehensive financial strategies—from insurance and investments to retirement and estate planning. We take pride in delivering personalized service to each client and supporting our advisors with the best tools, training, and resources in the industry.
If you’re ready to transform your career, make a tangible impact on clients’ financial well-being, and take control of your income, we want to hear from you.
Apply today to become part of the SFC family and start building a future that’s both financially and personally rewarding!
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