Financial Advisor

Remotely; Italia; Ibrido; EUR 90.000 - 110.000; Tempo pieno

Descrizione del lavoro

A financial services firm in Italy is seeking a Financial Advisor to build an independent practice using extensive resources. You will develop client relationships, design tailored financial strategies, and enjoy a flexible work schedule. Successful candidates will have relevant licenses, a strong sales background, and a client-focused mindset. The firm offers competitive compensation, full benefits, and practice-building tools to support your success.

Servizi

401(k) with 6% company match

Comprehensive health insurance

National recognition programs

Freedom in work environment options

Competenze

• Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).
• Experience in financial services or strong sales track record is essential.
• Comfortable in a commission/fee-based model.

Mansioni

• Acquire and deepen relationships with clients.
• Design tailored financial strategies for clients.
• Monitor and adjust plans based on client goals.

Conoscenze

Proven success in financial services

Client-focused approach

Entrepreneurial mindset

Formazione

Bachelor's degree or equivalent professional experience

Strumenti

CRM technology

Financial planning tools

Portfolio management tech

Descrizione del lavoro

Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources
Wisepath Financial Group, DBA Strategic Financial Concepts (SFC) • Flexible / Hybrid

Why Advisors Choose SFC

• Big-Firm Muscle, Independent Mind-Set – Leverage Fortune 500 credibility, marketing, and technology while owning your client relationships.
• Uncapped Earnings – Residual income, uncapped commissions, performance bonuses, and incentive trips—no production grid that clips your upside.
• Holistic Planning Platform – Provide goals‑based advice across investments, insurance, retirement, and estate planning with our proprietary economic‑based planning tool.
• Work Your Way – Set your own schedule, choose your preferred products, and craft the client experience you envision.
• Collaborative Culture – Joint work, mentorship, and continual professional development fuel faster growth.

What You’ll Do

• Acquire & Deepen Relationships – Prospect, network, and build trust with high‑potential households and business owners.
• Diagnose & Design – Conduct thorough fact‑finding; craft tailored wealth, protection, and retirement strategies.
• Implement & Monitor – Deliver solutions from our open‑architecture platform and adjust plans as markets and client goals evolve.
• Champion Compliance – Operate at a fiduciary standard and uphold SFC’s ethical culture.
• Grow the Brand – Share best practices and collaborate with peers to elevate the client experience firm‑wide.

What You’ll Need

• Licenses: Series 7 or 6, plus 63/65 or 66, and Life & Health (or a plan to obtain).
• Experience: Proven success in financial services—or a strong, metrics‑driven sales track record and desire to excel.
• Mind‑Set: Entrepreneurial, client‑focused, and comfortable in a commission / fee‑based model.
• Education: Bachelor’s degree or equivalent professional experience.

What We Provide

• Compensation & Benefits
  • W‑2 status with 7.5 % FICA
  • 401(k) with 6 % company match
  • Medical, dental, vision, life & disability insurance
  • National recognition programs and chairman’s trips
• Practice‑Building Tools
  • End‑to‑end transition support and marketing concierge
  • CRM, financial planning, and portfolio management tech stack
  • In‑house product specialists and advanced planning team
• Freedom & Flexibility
  • No product quotas or commission caps
  • Remote, hybrid, or office options to suit your lifestyle
  • Clear paths to leadership and equity participation for top performers

Apply Today

Ready to control your income, deliver truly comprehensive advice, and grow with a team that shares your client‑first values?
Strategic Financial Concepts – where your success is our strategy.