Job Description
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DBA Strategic Financial Concepts (SFC)
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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aoPmB10XnV Seniority level Seniority level Entry level
Employment type Employment type Full-time
Job function Job function Finance and Sales
Industries Internet Publishing
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#J-18808-Ljbffr Wisepath Financial Group
Job Tags
Base plus commission, Full time, Bank staff, Remote work,
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